| | Resources for those wishing to open or maintain a truly self-directed IRA account compiled and updated by business journalist Jennifer D. Meacham NOTE: The Internal Revenue codes dealing with self-directed IRAs can be found at IRS.gov (search for the topic you're after) and this IRS FAQ page on IRAs. | Directory of Self-Directed-IRA Custodians | This list is updated as new custodians are formed and existing IRA custodians begin allowing alternative investments such as real estate and private loans. Every effort has been made to include all reputable custodians. Please e-mail me at jd@self-directed.info if your self-directed-IRA custodian is not included in this list. American Church Trust Co., 14615 Benfer Road, Houston, TX 77069, (800) 228-8825 Fiserv Investment Support Services, P.O. Box 173859, Denver, CO 80217-3859, (800) 962-4238 Millennium Trust Co., 820 Jorie Blvd., Suite 420, Oak Brook, IL 60523, (800) 258-7878 Pensco Trust Co., 450 Sansome St., 14th Floor, San Francisco, CA 94111, (866) 818-4472. Sterling Trust Co., 7901 Fish Pond Road, Waco, TX 76710, (800) 955-3434 The Entrust Group, 555 12th St., Suite 1250, Oakland, CA 94607, (800) 392-9653 Trust Administration Services Corp., 5950 La Place Court, Suite 160, Carlsbad, CA 92008, (800) 455-9472 U.S. Trust Corp., a wholly owned subsidiary of The Charles Schwab Corp., Wells Fargo Bank, N.A., through its Investment Management and Trust (IM&T) group. Accounts are handled through local Relationship Managers, so visit wellsfargo.com/locator/ for the branch near you. Click here for Wells Fargo's "Guidelines for Real Estate in a Managed IRA."  | | Directory of Self-Directed-IRA Facilitators | Complete IRA, 7268 S.E. Lamphier St., Milwaukie, OR 97222, (888) 398-3660 Guidant Financial, 13228 N.E. 20th St., Suite 300, Bellevue, WA 98005, (888) 472-4455 IRA Resource Associates, 418 N.E. Fourth Ave., Suite 101, Camas, WA 98607-2128, (360) 834-6689 BeneTrends Inc., 450 B St., Suite 1950, San Diego, CA 92101, (619) 692-3807 SD Cooper Co., Wind River Park, Suite 300, 18141Beach Blvd., Huntington Beach CA 92648, (866) MY-ERSOP |
| Directory of Non-Recourse Lenders | Bar-K, Inc. Walter Ng, 318 Diablo Road, Suite 200, Danville, CA 94526, (925) 820-3535 CTX Mortgage Co., Mark L. Robbins, Novato, CA, (415) 893-1744, mark.robbins@ctxmort.com Financial Advantage, Michael Thacker, Everett, WA, (206) 390-599, mikethacker2001@yahoo.com First IRA Mortgage, 7375 E. Stetson Drive, Suite 106, Scottsdale, AZ 85251 North American Savings Bank, Jason Zook, Account Executive-IRA Lending, Lee's Summit, MI, (816)-347-4278, jzook@@nasb.com News flash: On Aug. 15, NASB introduced a 30-year-fixed option for your IRA! Cost is ¼ percent more than the base interest rate, and here's a coupon for $100 off of closing costs. Pacific Horizon Financial, Andy Kean, 1927 Adams Ave., Suite 200, San Diego, CA 92116, (619) 491-0200 x111 Sycamore Creek Mortgage, David Lodder, 318 Diablo Road, Suite 200, Danville, CA 94526, (925) 820-3535 | © JenniferMeacham.com, All Rights Reserved |
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| Jennifer D. Meacham * (503) 287-3980 * jd@thewritersgroup.cc * 3527 N.E. 15th Ave., #141, Portland, OR 97212 |
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