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Self Directed IRA News
Beware of Fraudulent Investment Opportunities
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The New Threat to Your IRA: An IRS Crackdown
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STC in Frederick County Association of Realtors Online Newsletter
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Five Things to Consider Before Consolidating Retirement Accounts
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401(K)s for Solo Businesses
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Retire Without Taxes
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Self-directed IRA Administrator Helps Financial Professionals Increase Client Base
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Demystifying Unrelated Business Income Tax: What You Need to Know
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2010: The Year of the Roth Conversion?
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Security Trust Company Offers On-line Access to Financial Statements
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Security Trust Company Webinars
Upcoming and archived webinars.
Self-Directed Retirement Accounts - Invest in Non-traditional Assets
Tuesday, June 18, 2013 | 7:00 PM - 8:00 PM
New to the idea of being in control of your retirement investments? Then join us for our self-directed IRA webinar.
- Learn the basics of self-directed IRAs.
- Understand the dos and don'ts of self-direction.
- Discover what we mean by our 'full-service approach' and all the benefits that means for you!
Self-directed IRA Investment Possibilities
Tuesday, July 9, 2013 | 7:00 PM - 8:00 PM
If you want to do more with your retirement wealth than just invest in stocks, bonds & mutual funds join us for this webinar!
We'll discuss:
- Basics of self-directed accounts
- Security Trust's full-service approach
- Diverse investment options
- Client investment examples
Archived Webinars
If you missed a webinar, please feel free to explore our archived materials.
Self-directed 401(k) Plans for Your Business
If you currently have a corporate 401(k) plan that is under-producing due to limited investment choices or if you're a small business owner interested in learning more about Solo 401(k) plans register now for our upcoming webinar.
You'll learn:
- Benefits of self-directing your 401(k) plan
- Guidelines for self-directing retirement funds
- Features of Solo 401(k) plans
- The advantages of using an LLC structure for investing retirement funds
Investment Hot Topics & Self-directed Retirement Accounts
Interested in diversifying your retirement portfolio with non-brokerage assets? Then join Security Trust Company for this webinar! We'll cover basic information on some investments you might be interested in exploring: Short Sales Foreclosures Partnering with 1031 Exchange Property Tax Liens Precious Metals Investing in Private Businesses
Self-directed IRA Investment Possibilities
If you want to do more with your retirement wealth than just invest in stocks, bonds & mutual funds join us for this webinar!
We'll discuss:
- Basics of self-directed accounts
- Security Trust's full-service approach
- Diverse investment options
- Client investment examples
Self-Directed Retirement Accounts - Invest in Non-traditional Assets
New to the idea of being in control of your retirement investments? Then join us for our self-directed IRA webinar.
- Learn the basics of self-directed IRAs.
- Understand the dos and don'ts of self-direction.
- Discover what we mean by our 'full-service approach' and all the benefits that means for you!
Hot Topics for Self Directing Your Retirement Wealth
Need some help understanding the ins-and-outs of self-directing your retirement investments? Then you've come to the right place. In this Security Trust Company webinar you'll:
- Learn about using leverage in your retirement portfolio through non-recourse loans
- Understand what investments may trigger UBIT or UDFI
- Decide if you should investigate a Roth conversion for your account
- Find out if you might qualify for a Solo 401(k)
Control Your Retirement Account-Simple Steps to Setup & Self-direct Your Retirement Account
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Q&A with the Experts of Security Trust Company
Join us for a special Security Trust Company webinar focused on answering YOUR questions about self-directed retirement accounts. We will have a brief overview of self-direction and then experts from our corporate staff will answer your questions.
Chief Operating Officer Mick Hersh oversees account setup and client transaction funding. He works with clients engaging in complex transactions and with professionals to develop relationships to provide their clients with self-directed retirement accounts.
Client Operations Manager Holly Blubaugh works with setting up new client accounts. She assists clients with the necessary account documents and works diligently to ensure the clients accounts and LLCs are set up quickly and correctly.
Client Services Manager Sue Snyder works directly with clients in processing their transactions. She answers client transaction questions and makes sure their investments are funded promptly.
We are expecting a full house so register for this webinar asap!
Choosing Your Self-directed Retirement Account Custodian or Administrator
Are you interested in a self-directed retirement account but you wonder what kind of 'due diligence' you should do to select an investing partner?
We understand that your retirement funds are an important asset and that you want to work with the very best company for your needs. Join us for this webinar and learn some of the questions to ask when choosing the right partner for you and your future!
Self-Directed Retirement Accounts & 2010 Opportunities
There's still time to set up a self-directed IRA this year! Join us for this webinar and you'll:
- Learn the basics of self-directing your retirement account
- Explore exciting investment possibilities to grow your retirement wealth
- Understand what the 2010 Roth Conversion rules mean and how you can benefit
Self-directed Retirement Plans & Getting Started as a Real Estate Investor
Join Security Trust Company and our guest speaker, Peter Giardini, real estate investor and coach, for this timely topic!
You'll learn the basics of self-directing your retirement account and
Mr. Giardini will discuss:
- Opportunities for real estate investors
- Reasons to start investing now
- Steps to getting started
Self-directed Retirement Plans & Opportunities for Small Accounts
Join Security Trust Company and our guest speaker, Nicheole Amundsen, as she shares investment opportunities for retirement account owners with small account balances.
You'll learn the basics of self-directed retirement accounts and Ms. Amundsen will discuss both ownership and notes in mobile home investing.
Self-directed Retirement Accounts and Investing in a Privately Held Business
Guest speaker, Jim Eshleman, of Strategic Endeavors, shares information on investing in privately held businesses.
You'll learn the basics of self-directing your retirement account and understand the value of using an LLC structure for your retirement investing.
Mr. Eshleman will discuss why you might want to consider investing in a business, terms of the trade, finding opportunities, the buying process and he'll also share a case study.
Self-directed Retirement Accounts & 1031 Exchange Investments
An informative joint webinar with our 1031 Exchange guest speaker, James Brennan.
You'll learn the basics of self-directing your retirement account and understand the value of using an LLC structure for your retirement investing.
Mr.Brennan discusses1031 Exchange basics, tax and non-tax motivations, replacement property, and how self-directed funding sources can be used in these transactions.
Self-directed Retirement Accounts & 2010 Roth Conversions
Would you like to learn the basics of self-directed retirement accounts?
Are you interested in tax-free retirement plan income?
Have you heard about 2010 Roth Conversions and want to know more?
Then join us for this joint webinar with our industry expert, Ted Reeder, CPA and President of Tiger's Eye Benefits Consulting.
Please download the addendum to this presentation that contains important corrections. Download
Self-directed Retirement Plans & 2010 Investment Opportunities
Join Security Trust Company for this year-end webinar!
- Learn the basics of self-directing your retirement account
- Explore exciting investment possibilities to grow your retirement wealth
- Understand what the 2010 Roth Conversion rules mean and how you can benefit
Self-directed Retirement Accounts & Foreclosure Investments
Join Security Trust Company and Barbara Klaput of Renaissance Enterprises to learn how you can use foreclosure investments to grow your retirement wealth.
- Discover the basics of self-directing your retirement account with Security Trust
- Understand the three categories of foreclosure investments
- Learn how to locate foreclosure properties
Self-directed Retirement Accounts & Short Sale Real Estate Investments
Join Security Trust Company and short sale expert Barbara Klaput of Renaissance Enterprises to learn how you can use short sale investments to grow your retirement account.
Ms. Klaput will discuss the five most common mistakes investors make with regard to short sales. Then she will explain how to use that information to your advantage and build your retirement portfolio with short sale investments.
Cooperative Business Development with Security Trust Company
You might be interested in our cooperative business development program. We are looking for professionals who understand the value of Security Trust's self-directed retirement plan services and who would like to work with us to create mutual business growth.
Self-directed Retirement Accounts & Non-recourse Loans
Would you like to learn the basics of self-directed retirement accounts? Would you like to understand how to finance a real estate purchase in your retirement account? Then you'll want to listen to this webinar!
Self-directed Retirement Accounts & Real Estate Backed Mortgages
Learn the dos and don'ts of self-directed accounts & the value of an IRA LLC while learning the basics of investing in real estate backed mortgages with your IRA. Specific types of loans will be discussed along with ways to protect yourself when investing.
Self-directed Retirement Accounts & Tax Lien Investments
Learn how you can increase your retirement wealth by investing in tax liens through a self-directed IRA.
Solo 401(k)s - Self–Directed Retirement Accounts & STC
Learn about Security Trust Company's Solo 401(k) product. If you are a sole proprietor or a small business owner with limited part-time employees you may qualify for a Solo 401(k).




