19DECEMBER 2023in helping investors align their intentions with IRS regulations. The firm encourages clients to consult their respective legal or tax advisors to ensure their chosen path aligns with their unique circumstances.Mainstar Trust's commitment to education is evident through the tools available on its website, offering resources to understand the intricacies of different asset types and the possibilities within IRAs. By fostering an informed decision-making process, it empowers investors to craft plans tailored to their objectives, ensuring a seamless and successful purchase process.Guiding Investors through the Self-Directed IRA JourneyWhen new account holders plan to bring their accounts to Mainstar Trust, it encourages them to contact it initially and inform the team of their intended investments. These investments undergo a review process to ensure the asset sponsor meets the custodial requirements, such as valuation and contact information. Once an asset is approved, the team guides investors through a straightforward account opening process, assisting with fund transfers or contributions.For clients with IRAs elsewhere, it helps transfer funds to Mainstar Trust, including asset liquidation. Once funds are available in the IRA, clients can direct the firm to the desired investment. It takes pride in its streamlined purchase process, ensuring efficiency, especially when clients face tight deadlines. Any required paperwork, such as subscription agreements, is submitted to Mainstar Trust along with the necessary forms to authorize the transaction.Exploring Investment Opportunities, Boosting Financial GoalsWith a wealth of experience since 1978, Mainstar Trust excels in navigating the complexities of IRAs. Its knowledgeable staff answers investor questions promptly and efficiently. The firm stands out with a competitive fee structure, avoiding market value fees to ensure fairness as accounts grow. It offers a flat annual fee for accounts or assets, with transaction-based fees afterward.A key advantage is its ability to hold multiple investments within a single account. Investors can consolidate various accounts, seamlessly managing traditional and alternative investments. Mainstar Trust provides online access for convenience, emphasizing a direct and personalized approach to customer service--no recordings, just immediate assistance from associates.Currently overseeing 27,000 accounts totaling over $10 billion in market value custody, Mainstar Trust is committed to delivering excellence. It takes pride in its focused expertise and dedication to providing a superior customer experience.It delivers flexible investment opportunities and greater control over investors' financial futures, with a focus on scripting more success stories. We function as a guide that investors can rely on in their self-directed IRA journey. With education, we try to make the complex world of alternative investments more accessible and manageable for clients
< Page 9 | Page 11 >