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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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IRS Memorandum
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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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Upcoming Webinars

Q&A with the Experts of Security Trust Company

Wednesday, March 7, 2012 | 2:00 PM - 3:00 PM

Join us for a new 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!

Self Directed IRA Administration - The Full Service Approach

As a retirement plan administrator, Security Trust Company takes a full-service approach to helping you invest your retirement savings wisely.

With a roller coaster stock market, historically low bond yields, and a real estate market that requires caution and patience, finding a profitable investment today is harder than ever. With opportunities in tax liens, promissory notes, operating businesses, and various non-traditional investments, today's successful self directed IRA investors are finding more opportunities. But with these opportunities there are potential pitfalls. As you plan your investments with your retirement income in mind, you don't need the additional distractions of worrying about compliance with complex ERISA and IRS regulations. Let Security Trust Company guide you in your self-directed IRA investing. With Security Trust Company as your retirement plan's co-manager, you take advantage of our:

  • time and resources to maintain the financial books and records
  • expertise in the IRS and ERISA regulations that govern IRAs, especially those defining prohibited and disqualified parties.
  • significant experience in purchasing and management of non-traditional assets such as tax liens, promissory notes, and investment real estate
  • professional guidance every step of the way as you structure your IRA's more complex transactions, all free of charge.

Security Trust Company's experienced staff attorneys and CPAs will provide you with a unique customer-centered focus. We will help you analyze and structure potential transactions, review your Retirement Plan's financial performance and comply with the complex reporting requirements associated with self-directed IRAs. Call Security Trust Company today, so you can rest easier tomorrow.

 
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