IRA Custodians

The following is a list of IRA custodians. There are probably more and you can search the Internet for others. With the trust approach that we use, location is not important since you only deal with the custodian rarely. Since they do not get involved with individual investments, there should be only one annual fee.

It is important to send your proposed trust, completed and approved by you before you open an account and fund it. If they object and want attorney letters, major changes or other restrictions, just choose another custodian. I deal with many people that use various custodians. I have personal experience with Entrust and Equity Trust and know that they operate with our trust, as do some other custodians. I am told that some are not in favor of the trust approach because they want to hold your funds. Most custodians do not pay any interest.

Companies
uDirect IRA Services, LLC
(714) 460-5505
Orange County, CA

IRA Resources, Inc
858 459-1212
La Jolla, CA

Sterling
800 955-3434
Waco, TX

Trust Administration Services Corp
800 455-9472
Carlsbad, CA

Equity Trust
440 323-5491
Elyria, OH

Polycomp Admin Services
800 952 8800
Roseville, CA

Pensco
800 969-4472
San Francisco, CA

Entrust Administration, Inc
800 392-9653
Offices nationwide

Guidant Financial Group, LLC
888-IRA-XCEL
Lincoln (now called Fiserv)
800 521-6974
Denver, CO

http://www.iraservices.com
650 593-2221
San Carlos, CA