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Self-Direct IRA Services

 

SELF-DIRECTED IRA'S

First Trust handles all types of IRA's:

  • Traditional
  • Roth
  • Rollover
  • Transfer
  • Coverdell Education Savings Accounts

Valuable reporting services are provided for individual investors who wish to invest in a wide range of investment options. These reports include:

  • Asset reviews
  • Transaction summaries
  • Income collection
  • Purchases and Sales summaries
  • Distributions and tax information


 
Trust investments are not insured by the FDIC
Trust investments are not deposits or obligations of the institution and are not guaranteed by the institution
Trust investments are subject to investment risks, including possible loss of the principal amount invested

Copyright © 2007 First Trust of MidAmerica
Revised: 10/04/2007