diversify, control, and self-direct the ira …...ira financial trust is proud to offer checkbook...

THE IRA FINANCIAL TRUST COMPANY

WWW.IRAFINANCIALTRUST.COM 800.472.1043

Diversify, Control, and Self-Direct

Taking control of your retirement funds has never been so easy

IRA Financial Trust Company IRA Financial Trust Company was founded by tax attorneys who worked at some of the largest law firms in the world, including White & Case LLP and Dewey and LeBoeuf LLP, and have helped over 12,000 clients self-direct their retirement funds through their ownership in the IRA Financial Group LLC.

With IRA Financial Trust, your IRA funds will be held with Capital One Bank, one of the most respected private banks in the world, which offers our Self-Directed IRA clients a safe and secure way to make Self-Directed IRA investments.

IRA Financial Trust is proud to offer Checkbook IRA custodial services along with its full service IRA administration services all for one low price without any transaction or asset valuation fees.

The IRA Financial Trust Advantage

· One low annual fee · No transaction or annual account asset fees · Our Capital One Bank relationship · IRA Financial Group has helped over 12,000 clients establish Self-Directed retirement accounts totaling

over 3 billion dollars since 2010 · Work with Self-Directed IRA experts · Experience our Continuing Retirement Education (CRE) Platform · Invest in what you know and understand from the comfort of a local bank · Specializing in Checkbook Control Self-Directed IRAs

By establishing a Self-Directed IRA account with the IRA Financial Trust Company, you will gain the ability to make traditional as well as non-traditional investments with your retirement funds, providing your retirement account with diversification as well as allowing you to invest in what you know and understand without incurring transaction or account valuation fees.

800.472.1043 www.irafinancialtrust.com

Work with IRA Financial Trust to establish your Self-Directed IRA or Checkbook IRA account today!

The IRA Financial Trust Difference With IRA Financial Trust as your Self-Directed IRA Custodian, your IRA funds will be held with Capital One Bank and receive FDIC protection. IRA Financial Trust clients will benefit from the experience and security of knowing that all rollover and IRA contributions made to a Self-Directed IRA account with IRA Financial Trust will be held at Capital One Bank before the client then directs them for investment. IRA Financial Trust is a non-banking IRA Trust company that is responsible for administering your Self-Directed IRA account. IRA assets of IRA Financial Trust clients will be held with Capital One Bank, providing FDIC protection up to $250,000. Capital One Bank (NYSE: COF) was founded in 1994 and is one of the largest banks in the United States.

As of 2018, Capital One Financial Corporation had:

· $372 billion in total assets

· $51 billion in total equity

Establish a Self-Directed IRA account with IRA Financial Trust with the knowledge that your funds will be held with Capital One Bank, one of the most respected banks in the country, before being directed for investment. Capital One Bank has established procedures to provide consumer protections, meet regulatory requirements and manage the servicing of your accounts. Once the IRA funds held at Capital One Bank are ready for investment, the client will direct IRA Financial Trust to invest the IRA funds held with Capital One Bank for investment through an LLC or directly into the asset being purchased.



Invest With Freedom and Control For One Low Fee IRA Financial Trust is proud to offer Checkbook IRA custodial services along with its full service IRA administration services all for one low price without any transaction or asset valuation fees. IRA Financial Trust company is one of the few full-service IRA custodians who specialize in establishing Checkbook Control IRA LLC accounts. Open up a Self-Directed IRA account with or without checkbook control for one-low annual fee. With IRA Financial Trust you will no longer be subject to IRA transaction fees or annual valuation fees. IRA Financial Trust is committed to providing its Self-Directed IRA clients with a transparent and easy fee model so there are no surprises at the end of the year. The annual fee will be billed once during each calendar year. No longer will your IRA be subject to confusing quarterly and asset fees. Open and maintain your Self-Directed IRA account for one low fee with IRA Financial Trust.


Self-Directed IRA - WITH Checkbook Control Self-Directed IRA - WITHOUT Checkbook Control

Annual IRA Custodian Fee: $180 • One low flat fee • No ongoing transaction fees • No account value fees • Fee is deducted from your account upon set-up,

and deducted in quarterly installments of $45 beginning the following calendar year

Annual IRA Custodian Fee: $360 • Quick and Cost Effective Custodial Services • No account value fees • Fee is deducted from your account upon set-up,

and deducted in quarterly installments of $90 beginning the following calendar year

For more information on additional Miscellaneous Fees, please see our Fee Schedule documentation.

Getting started is quick and easy.

Invest Your IRA In What You Know and Trust Invest With Freedom and Control For One Low Fee

The retirement experts at IRA Financial Trust will help you establish your Self-Directed IRA or checkbook control IRA in minutes. We are the nations first IRA custodian that has established an application process specifically for the Checkbook Control IRA LLC. Once your new Self-Directed IRA account has been established with IRA Financial Trust, we will assist you in rolling over your current retirement funds or making an IRA contribution to your account. All rollover and IRA contributions will be held with the Capital One Bank, where they will receive FDIC protection of up to $250,000, before they are invested in traditional or alternative assets at the client's direction.

Expert Support For You and Your Self-Directed IRA

IRA Financial Trust is committed to offering all our clients expert support and guidance to keep their Self-Directed IRA in compliance. Our founder, Adam Bergman, has published six books on the use and taxation of retirement funds, including a book on the self-directed IRA, titled: “The Checkbook IRA - Why You Want It, Why You Need it,” which is also available on Amazon. IRA Financial Trust offers all its clients direct access to all its IRA and retirement related educational sources, including articles, podcasts, videos, and webinars. From new IRS rules to step-by-step guides, let our experts help keep your self-directed IRA investments in line with IRS laws.


Open a Self-Directed IRA Account Today!

It's quick and easy and will take only a few minutes.


Why IRA Financial Trust IRA Financial Trust has partnered with Capital One Bank, one of the most respected private banks in the world, to offer our Self-Directed IRA clients a safe and secure way to make Self-Directed IRA investments.

The IRS has always allowed retirement investors to use their retirement funds to make a wide range of investments, such as real estate, precious metals, tax liens, private business investments, private equity, hedge funds, hard money lending, and much more. The reason this is not more widely known is that most traditional financial institutions that hold retirement accounts only make money when you buy financial products they sell, such as stocks or mutual funds. Hence, it does not make much financial sense to allow a client to take their retirement funds and make investments in which they do not sell and do not make any money off, such as real estate. As a result, almost all the traditional financial institutions holding retirement accounts will not allow you to make non-traditional or alternative types of investments with your retirement funds. This is where the IRA Financial Trust Company comes in. By establishing a Self-Directed IRA or Solo 401(k) plan account with the IRA Financial Trust Company, you will gain the ability to make traditional as well as non-traditional investments with your retirement funds providing your retirement account with diversification as well as allowing you to invest in what you know and understand.

Whether you want to make the investment directly from your custodian account or would like a bit more control through a Checkbook Control IRA, the retirement specialists at IRA Financial Trust Company will help you make your investment timely and cost effectively.

IRA Financial Trust Company is a regulated non-banking financial institution that is made up of retirement tax specialists committed to helping you make Self-Directed retirement investments quickly, while minimizing annual fees.

IRA Financial Trust offers one low flat IRA Custodian fee without any transaction fees and annual account valuation fees. We believe that Self-Directed IRA investing should be affordable and simple and IRA Financial Trust is committed to helping all our clients build their retirement wealth through Self-Directed IRA investments without the high costs and complexities.


diversify, control, and self-direct the ira …...ira financial trust is proud to offer checkbook...

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