IRA Account Administration Fee – Contribution Only


The IRA Account Administration Fee is an annual fee assessed at the time of contribution account setup for accounts accepting contributions and no type of transfer/roll over. A Contribution Account must make a minimum annual contribution of $500 and maintain only cash holdings in the account to maintain qualification. This fee only applies to new account without any type of roll-over or transfer of funds established.

Services included under the annual fees:

Proof of Funds Letter, Notary Service, Contributions, Distribution (ACH or Check), Corrected Form 1099-R or Form 5498, Demand for Payoff, Invoice Processing, Trust Deed Investment (Administered through a licensed Mortgage Broker only)


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