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Below is a great summary and attached are supporting attachments to review The Ultimate IRA Trust®.
Can I ask what you are looking to invest in? Either way, feel free to set up a call. Looking forward.
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Video Testimonials: Success Stories
Benefits of our Self-Directed IRA
A self-directed plan is a hedge against uncertainty through true diversification
Open a checking account for your Ultimate IRA® at any bank of your choosing
Place all investments by simply writing a check
Transfer/ roll-over your existing retirement funds into your Ultimate IRA®’s checking account
No transaction or asset-based fees
Roth or Traditional
$1,195 - Our one-time fee includes helping you set-up a new self-directed IRA, forming the Trust, preparing all documents and providing continued support. This can be paid upfront (and is tax deductible) or you can pay $495 upfront and pay the balance from your IRA once it is set-up.
Custodial Fees- Madison Trust Company
o $100 - one-time fee which includes setting up the new IRA and funding your Trust
o $400 - annually (paid $100/quarter), covers the annual IRS 5498 report (fixed fee - regardless of your account size, or the number of transactions you place within your IRA Trust.
Within weeks you will be able to start investing your retirement funds into the investments you desire with the funds in your IRA LLC checking account – simply & safely.
If you are in a rush, please let us know as this process can be expedited.
Hundreds of Testimonials Online - Nobody does it better!
Nobody's customer service record compares to ours. Check out these links.
One Paragon Drive
Montvale, NJ 07645
Phone: (800) 395-5200
Mondays – Thursdays: 8:00 am – 6:00 pm EST
Fridays – 10:00 am – 4:00 pm EST