Glossary

Usually referred to as an Individual Retirement Account, it is a a tax-favored account that an individual can establish which complies with applicable tax rules. Earnings grow tax-free and the funds can be invested into a broad range of assets.…

Banks and other institutions approved by the IRS to hold retirement funds. And, like all other banking type institutions, they are compensated through an asset and transaction fee structure. By law, every qualified retirement plan must have a custodian or…

A type of IRA also referred to as a Self Directed IRA LLC , a Real Estate IRA or Solo401(k). In every instance of the terms being used, a bank account is established for the legal structure. Hence, the use…

A type of Self Directed IRA plan that combines a custom designed pension plan and a C Corporation allowing the owner to actively participate in a business and draw a salary.