Advisor Resources
Self-directed IRAs
Why Self-directed IRAs?
Diversification. Self-directed IRAs allow for a broad, creative range of assets, including real estate, promissory notes, and private placements.
| Why Polycomp? |
- Flat fees
- 2- day turnaround on most transactions (24-hour turnaround is also available)
- Our staff will get to know you and your clients by name
- Ability to access account online
- Expert assistance in complex transactions
- Certified IRA Services Professionals (CISP)
- Regional offices in Northern and Southern California
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» Self-directed IRA FAQs (pdf)
» Real Property FAQs (pdf)
Fraud Prevention Resources
As a member of the Retirement Industry Trust Association (RITA), Polycomp supports initiatives to reduce fraudulent activity. We encourage you to explore the resources available to you to protect yourself from investment fraud. » Continue |
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Polycomp Administrative Services, Inc. and Polycomp Trust Company do not sponsor, evaluate, or endorse any investment product, individual, or company. All clients are advised to consult with legal, tax, and investment professionals and to perform due diligence in choosing any investment. The fact that an investment is permitted in an IRA should not be used in determining whether the investment is appropriate for the IRA Holder.