top of page

To assist you with investing 401K, SEP and IRA funds in real estate we work hand and hand with your CPA and Attorney to insure you get it right.

 

 

We did a small retirement fund deal for August 2013.  Didn't have to put up any money but receiving approximately $1,400 per month.  3-1-2014 Update this program stopped.  Received $9000 in 7 months.

 

4-29- 2014  Have under contract a home to flip. Roth LLC is the beneficiary of the deal.  Flipped that property, made $5,900 in thirty days.

 

 

Retirement Investing

 Custodians for retirement funds

 

List of Large Self Directed IRA Custodians (Over $2 Billion under custody):

 

Equity Trust Company (acquired Sterling Trust Company)​
​​​First Trust Company of Onaga​​​

​Millennium Trust Company​
Pensco Trust Company (acquired Lincoln Trust Company)​
Provident Trust Group​
Trust Company of America

​

 

List of Mid-sized Self Directed IRA Custodians ($500 Million – $2 Billion)

 

​​GoldStar Trust Company​​
New Direction IRA (TPA)​​
NuView IRA
(TPA)
​
​​​​​​SunWest Trust Company
Vantage IRA (TPA)

Self Directed IRA Services, Inc. (Horizon Bank)

​

 

List of Small Self Directed IRA Custodians (<$500 Million)

 

American IRA (TPA)​​
​Quest IRA (TPA)​​
​Next Generation Trust Services (TPA) ​​

 

​

HRG lists these companies as a service.  It does not recommend any particular company.  Do your own research when picking a custodian for you funds.

 

bottom of page