Comparing Flat IRA Custodian Fees and Asset-Based Fees
When comparing flat IRA custodian fees and asset-based fees, the former almost always provides a better deal than the latter.
The Self-Directed IRA Custodian
As the President of a Self-Directed IRA custodian, it surprises me how often I am asked by clients, friends, and colleagues what is a Self-Directed IRA custodian and how it differs from a traditional bank or financial institution. Pursuant to Internal Revenue Code (IRC) Section 408, an IRA can only be established and administered by a bank, […]
How to Choose the Best Self-Directed IRA Custodian
Choosing the best self-directed IRA custodian means finding a custodian that can align with your financial needs. You have many options, so it’s important to find the right custodian for your investment decisions,
Self-Directed IRA Custodian
Your self-directed IRA custodian must be thoroughly researched. It’s important they your custodian can answer all of your general and specific questions related to your retirement structure.
IRS Form 5498 – New IRA Custodian Rules for IRA Investments
The IRS Form 5498 gives the market value of all assets and cash held within the client account for the previous year and is used for tax reporting.
