Welcome to AE-Trust's IRA CENTRAL, the most comprehensive offering of IRA services, programs, products and expertise in the entire IRA industry. Whether you are interested in an IRA service or expertise for yourself, or you are a professional advisor looking to assist clients with an IRA, the capabilities and offerings of AE-Trust will by far serve you best.
Besides being a full service IRA servicing and support center, AE-Trust also provides comprehensive trust and estate planning services which exceed virtually any estate planning capability from another firm or attorney. To look into estate planning products and services, or to obtain more info about AE-Trust, click on the "Main AE-Trust Home" link in the upper right corner of this page.
For now, you are in IRA CENTRAL, which is a sub-section of the main AE-Trust web site. Click Here to return to the main AE-Trust home page.
ALL-IN-ONE - The Industry's Lowest IRA Annual Service Fee |
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AE-Trust's All-In-One, the industry's lowest cost annual fee, includes all common IRA transactions. Other custodians charge expensive add on fees for these transactions, plus they charge a high percentage management fee on top. The All-In-One IRA can save hundreds of dollars annually. For complete details, click on the red "IRA Fees" link on the left hand side of this page.
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Current AE-Trust Money Market Rate*
0.00%
*Rate earned before deducting AE-Trust fees. Click on "Optional IRA Investment Choices" link on the left for full disclosure.
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ROLL YOUR 401(k) OVER TO AN IRA
You don't have to leave your 401(k) or other employer retirement plan money in an existing plan if you no longer work for that employer. The same rule applies to an inherited 401(k) or employer retirement plan. Whether it's your plan or it's inherited, you can legally and advantageously move those funds into an IRA where either you or your financial adviser can invest and manage the money much more effectively with a self-directed IRA from AE-Trust. This is called a "roll over IRA". There are no penalties or taxes to pay for correctly handled roll over accounts. Here are some of the far more beneficial things you can do with the rollover IRA which you can't do with the employer plan:
- Invest the money in non-traditional investments, such as real estate, a private business, or private stock or shares (see the "Real Estate IRA" and "Private Placement IRA" black buttons at the top left of this page).
- Start taking early withdrawals using the "Early Withdrawal IRA" from AE-Trust (see the "Early IRA Withdrawal" button at the top center of this page).
- Invest in far safer and/or more profitable investments than the current 401(k) offers. See your own investment advisor for planning this, or click on the red "Optional IRA Investment Choices" link on the upper left side of this page.
To learn more about all this, click on the "IRA Rollover" black button on the upper right of this page.
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