IRA Services

Trusted by over 142,500 Clients with over $10 Billion in Assets

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You are here: Home / Why IRA Services?

Why IRA Services?

IRA Services has more than 38 years of experience offering unmatched custody and administrative services for Individual Investors, Financial Advisors, Asset Sponsors, and Financial Institutions.

Our clients have the security and safety of working with the market and technological leader with the best service and the lowest fees.

Chartered in 2008, IRA Services Trust Company is a non-depository trust company regulated by the State of South Dakota Division of Banking. It is authorized to act as a custodian of self-directed IRA accounts. Our account holders invest in “traditional” publicly-traded assets such as stocks, bonds, and mutual funds, and a wide variety of alternative assets, including: real estate, precious metals, partnerships, limited liability companies, private stock, promissory notes, crowdfunding investments, and more.

We work with Individuals who want the advantages of a self-directed retirement account, as well as Advisors, Investment Providers and Professionals who specialize in providing alternative asset investment products or help guide investors through their investment decisions. For over three decades, we have assisted mid to large sized Institutions and Organizations with sophisticated custodial trust solutions that offer more choices and greater control.

As a passive custodian, IRA Services Trust Company does not perform due diligence on any investments, nor do we provide any investment, legal, or tax advice. We practice the highest standard of custodial responsibility and advocacy and are dedicated to supporting your custodial needs.

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Contact Us

IRA Services
PO Box 7080
San Carlos, CA 94070-7080

(800) 248-8447
(605) 385-0050
info@IRAServices.com

IRA Services, Inc., Retirement Planning Service, San Carlos, CA

IRA SERVICES AND IRA SERVICES TRUST COMPANY AND THEIR REPRESENTATIVES IS NOT A FIDUCIARY UNDER ERISA AND DO NOT OFFER TAX OR LEGAL ADVICE. DO NOT PROVIDE INVESTMENT ADVICE, DO NOT SELL INVESTMENTS, DO NOT EVALUATE, RECOMMEND, OR ENDORSE ANY ADVISORY FIRM OR INVESTMENTS. INVESTMENTS ARE NOT FDIC INSURED AND ARE SUBJECT TO RISK, INCLUDING THE LOSS OF PRINCIPAL. CLIENTS ARE ADVISED TO PERFORM OR FACILITATE THEIR OWN DUE DILIGENCE WHEN INVESTING. THE INFORMATION CONTAINED HEREIN DOES NOT CONSTITUTE LEGAL OR TAX ADVICE AND SHOULD NOT BE CONSTRUED TO APPLY TO ANY INDIVIDUAL PERSON OR SITUATION. EACH PERSON SHOULD CONSULT WITH HIS OR HER OWN PERSONAL TAX ADVISOR, FINANCIAL PLANNER, ATTORNEY OR ACCOUNTANT WITH RESPECT TO SUCH INDIVIDUAL'S SPECIFIC SITUATION AND SHOULD NOT RELY UPON THIS INFORMATION WITHOUT SUCH CONSULTATION.

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  • About Us
    • Why IRA Services?
    • Leadership
    • News
    • Contact Us
  • Client Services
  • Log In
  • Self-Directed IRAs
    • About Self-Directed IRAs
    • Small Business Plans
    • Rollover IRA
    • Traditional IRA
    • Roth IRA
    • SEP IRA
    • SIMPLE IRA
    • Self-Employed 401(k)
    • Open an Account
  • Alternative Assets
    • Real Estate
    • Promissory Notes & Trust Deeds
    • Private Equity
    • Managed Futures
    • Precious Metals
    • Equity Crowdfunding
    • Learn More About Alternative Assets
  • Advisors
  • Institutions
  • Learning Center
    • F.A.Q.
    • Prohibited Transactions
    • Fraud Protection
  • Blog
  • Forms