Selfdirected Iras
eBook - ePub

Selfdirected Iras

Investment, Marketing, And Trust Administration Strategies

  1. 158 pages
  2. English
  3. ePUB (mobile friendly)
  4. Available on iOS & Android
eBook - ePub

Selfdirected Iras

Investment, Marketing, And Trust Administration Strategies

About this book

First published in 1986. Self-direction is a simple idea, yet its delivery and administration raise many complex issues. To what extent does a bank or thrift offering securities products within the self-directed IRA take on an investment advice liability? How should the self-directed IRA be constructed? The product mix offered may have to be structured to reflect varying retirement savings strategies as well as customer preference for the degree of risk/reward acceptable in this portfolio investment The contributors to this book, who include bankers, consultants, and trust officers, as well as traditional competitors from the securities and financial planning industries, discuss the spectrum of issues affecting the self-directed account and trust administration

Frequently asked questions

Yes, you can cancel anytime from the Subscription tab in your account settings on the Perlego website. Your subscription will stay active until the end of your current billing period. Learn how to cancel your subscription.
No, books cannot be downloaded as external files, such as PDFs, for use outside of Perlego. However, you can download books within the Perlego app for offline reading on mobile or tablet. Learn more here.
Perlego offers two plans: Essential and Complete
  • Essential is ideal for learners and professionals who enjoy exploring a wide range of subjects. Access the Essential Library with 800,000+ trusted titles and best-sellers across business, personal growth, and the humanities. Includes unlimited reading time and Standard Read Aloud voice.
  • Complete: Perfect for advanced learners and researchers needing full, unrestricted access. Unlock 1.4M+ books across hundreds of subjects, including academic and specialized titles. The Complete Plan also includes advanced features like Premium Read Aloud and Research Assistant.
Both plans are available with monthly, semester, or annual billing cycles.
We are an online textbook subscription service, where you can get access to an entire online library for less than the price of a single book per month. With over 1 million books across 1000+ topics, we’ve got you covered! Learn more here.
Look out for the read-aloud symbol on your next book to see if you can listen to it. The read-aloud tool reads text aloud for you, highlighting the text as it is being read. You can pause it, speed it up and slow it down. Learn more here.
Yes! You can use the Perlego app on both iOS or Android devices to read anytime, anywhere — even offline. Perfect for commutes or when you’re on the go.
Please note we cannot support devices running on iOS 13 and Android 7 or earlier. Learn more about using the app.
Yes, you can access Selfdirected Iras by Jerome R Corsi in PDF and/or ePUB format, as well as other popular books in Politics & International Relations & International Relations. We have over one million books available in our catalogue for you to explore.

Index

ABA. See American Bankers Association
ABA Retail Deposit services, 9
Accounting systems, 87, 112
Add-to options, 76
Administration, 117 fees, 115–116 trust accounts, 107, 109–110
Advertising, 9, 17–18, 22, 42–43, 96, 104, 129, 135 Washington Mutual, 77–78
Advisory services, 95
Aggressive growth equity fund, 17
American Bankers Association (ABA), 60–61
Annual fees, 115–116
Annual reports, 113–114
Annuities, 3, 44, 52–53, 73(table) investment distribution, 28, 29(fig.), 33(table), 34(table) in IRAs, 69, 74 tax deferment, 143, 144
Assets, 101–102 growth, 123–127 Washington Mutual, 79–80 Wells Fargo Bank, 81, 87
Autonomy, 88
Back-loaded products, 67
Balanced funds, 13
BankCal. See Bank of California
Bank cards, 129. See also Credit cards
“Banker’s Choice” plans, 17
Bank Holding Company Act, 54
Bank of Beverly Hills, 117
Bank of California (BankCal), NA, 57, 58, 59
Bank of San Diego, 118
Banks, 3, 7, 10(table), 11 broker/dealers, 68(fig.), 85 investment diversification, 3, 11 investment restrictions, 14, 16 IRA deposits, 1–2, 26, 27 market share, 9, 43(fig.) mutual funds, 13, 14, 15(table), 16, 17, 18
Basic Retirement Plan, 99. See also Keogh accounts
Benefit Service Corporation, 76
Blue chip funds, 20
Bond funds, 15
Bonds, 3, 13, 85, 103, 130
Brokerages, 19, 41(table) full-service, 26, 27(fig.), 28(table), 31(table), 32(table) independent discount, 27(fig.), 28(table), 31(table), 32(table) IRA competition, 3, 9, 11 IRA investments, 26, 27(fig.), 28(table), 31(table), 32(table), 85 market share, 43(fig.), 125(table), 126 self-directed accounts, 2–3 See also Broker/dealerships; Discount brokerages
Broker/dealerships, 53, 94, 102 establishment, 63, 66–67 financial relationships, 68(fig.), 69 See also Brokerages
California Federal Savings and Loan, 118
California League of Sa...

Table of contents

  1. Cover
  2. Half Title
  3. Title
  4. Copyright
  5. About the Book and Editor
  6. Contents
  7. Acknowledgments
  8. INTRODUCTION
  9. SECTION I: MARKET RESEARCH
  10. SECTION II: REGULATORY ISSUES
  11. SECTION III: INVESTMENT STRATEGIES AND PRODUCT MIX
  12. SECTION IV: CASE STUDIES
  13. SECTION V: TRUST ADMINISTRATION
  14. SECTION VI: PRODUCT POSITIONING AND MARKETING
  15. About the Contributors
  16. Index