Alternative investments can add complexity to your IRA, with the potential for additional administrative, tax, or legal requirements. Often IRA owners engage a financial advisor to help them evaluate investment opportunities, risks, and costs.
Many self-directed IRA owners find it beneficial to consult with tax or legal advisors to navigate the tax rules and avoid prohibited transactions. It is also important to work with a custodian that has proven expertise in administering self-directed IRAs.
At Mainstar Trust, you’ll get the support you need while keeping control over your investments.
Mainstar Trust is a custodian for many alternative investment options for individuals seeking self-directed IRAs. Ready to open a self-directed IRA? Find out how to open a self-directed IRA here, or contact a Mainstar Trust representative to discuss your options.
Your journey, your goals, your future.
When it comes to choosing the right IRA custodian, it’s important to weigh your options, identify your goals, and find the one that is committed to you and where you want to go in the future.
You want an IRA custodian that:
At Mainstar Trust, we believe that when you take control of your long term savings objectives, you take control of the future you long to have. And, we help IRA owners do just that.
Sometimes, one of the hardest parts about diversifying your investments is knowing where to start. With our custodial services, you have more control over your financial future, while having the knowledge and support to help you navigate along the way.
Learn more about our services and see if Mainstar is the right IRA custodian for you today!
Your time is valuable. It only takes three simple steps to open a self-directed IRA with Mainstar Trust and get started on the next step in your retirement savings journey.
To open a Mainstar Trust self-directed IRA, simply complete the IRA Application.
You can fund the account in three ways:
Mainstar Trust will provide the forms you need to begin the funding process. Once we have received all of your documentation, we will work with your current custodian/administrator to move money or assets to Mainstar Trust.
To purchase investments, you may be required by the issuer/asset company to complete issuer subscription documents. You will also complete the Mainstar Trust Purchase Authorization form. If you are not ready to purchase an investment when you open your Mainstar Trust IRA, you can submit purchase documentation at any time.
If you have any questions as you complete the three steps, contact a Mainstar Trust representative for help.