ACCT HOLDER CAN SIGN PROP MGMT AGREEMENTS

PROPERTY MANAGEMENT AGREEMENT GUIDELINES FOR A SELF-DIRECTED IRA ACCOUNT This document provides guidance on how to set up property management agreements for a property owned by a self-directed IRA account. 1. Document Titling – The agreement should be between the property management company (“The Company”), and American Estate & Trust FBO . Please note that […]

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Self Directed IRA’s For Dummies Book Cover

Thinking about your retirement can be very overwhelming. In fact, it can be so overwhelming to you that you can’t imagine figuring it out by yourself. There are many reasons planning for retirement is so stressful. It can be because of your current situation, the fact that you don’t know where to start or even […]

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WHAT MAKES US A PREMIER PROVIDER?

WHAT MAKES US A PREMIER PROVIDER DEDICATED IRA SPECIALIST – We don’t believe clients should call an 800# and speak to a random person unfamiliar with the account.  We know 800 numbers can be especially frustrating when that random person transfers you to another random person.  With Accuplan, you are assigned a dedicated IRA Specialist […]

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