Custodians

I think that few financial advisors discuss this with their clients or even understand some of these issues. The custodian that holds your IRA...

□ Will the custodian or plan administrator require that a designation of a beneficiary or beneficiaries be done on their own forms, or will...

In order to determine your balance as of December 31 of the previous year, you aggregate accounts of the same type: IRAs, SEP-IRAs, and SIMPLE...

Self-directed IRAs are ubiquitous, offered by every securities firm and many banks. If you can self-direct the IRA, then what does it matter which...

Here are the questions you or your advisor should look to see are answered in the IRA adoption agreement. What are the annual fees and...