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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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Benefits of our Self-Directed IRA
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.
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VP of Business Development
Broad Financial, LLC
Phone: 800-395-5200 x3331
Schedule a call, and one of our Broad Specialists will answer any questions you may have.SCHEDULE A CALL
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