貴金屬投資技術(shù)分析英文版(54)(已修改)
2025-05-11 12:42 本頁面
【正文】 TAPPING INTO NEW FINANCING SOURCES Ryan Schneider, Self Directed IRA Services Prepared for: AAPL November 2022 Self Directed IRAs: Working with Retirement Dollars Presented by Ryan Schneider 600 Congress Avenue, Suite 400 Austin, Texas 78701 Self Directed IRA Services, Inc. Overview ● Specialize in Independent Custodial Services for self directed IRAs ● About Us ? Founded in 2022 ? Subsidiary of Horizon Bank headquartered in downtown Austin, TX ? Approximately $225 million in assets under custodial administration ? Provide services nationwide to individuals and the financial services industry: ? Financial Advisors and Planners ? Broker /Dealers ? Tax and Legal Professionals ? Investment Product Sponsors ? Precious Metals Brokers ? Banks and other financial institutions ? Better Business Bureau (BBB) accredited member ? Active member of Retirement Industry Trust Association (RITA) which actively promotes best practice standards for self directed retirement custodians ● Acts only as a Passive Custodian ? We do not provide tax, legal, or investment advice, nor do we sponsor/sell investments. w w w. S D I R A S e r v i c e s . c o m Account Protection ● Regulated by state and federal regulators (FDIC) ● Comply with Internal Revenue Service and . Department of Labor regulations ● Undirected funds held in an FDIC insured account. ● Audited regularly by an independent accounting firm ● Comprehensive insurance package maintained through
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