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TAKE CHECKBOOK CONTROL OF YOUR IRA,
Invest In Real Estate, or:

  • Private Placement Offerings
  • Other Limited Securities Offerings
  • A private business
  • Bullion - Precious Metals
  • Trust Deeds
  • Loans To Outsiders
  • Stocks, Bonds & Mutual Funds
  • And Many Other Investments

It has always been legal to have checkbook control of your IRA and to invest IRA funds in non-traditional investments including real estate, those in the above list and a lot more. But very few IRA custodians will allow this, and the few who do don't do it well and are quite expensive. However, non-traditional investing with self-directed IRAs is the core specialty at AE-Trust. No one does it better, makes it easier, does it as inexpensively or knows half as much about it as AE-Trust. We will be able to answer all your questions quickly and expertly, and with proper guidance to avoid any legal pitfalls.

For checkbook, hands on control, for real estate investing, your AE-Trust self-directed IRA must be integrated with a special purpose trust or limited liability company (LLC). AE-Trust trust creates the IRA account and serves as custodian. But for the special purpose trust or LLC, we refer you to our sister company, National Association of Financial and Estate Planning (NAFEP). Don't worry, we make all this work seamlessly for you, you never even know that you are dealing with two different companies. You can contact either AE-Trust or NAFEP to get information or to get the process implemented.

To learn more about the special purpose trust or LLC for real estate IRA investing:

Click Here for the NAFEP overview presentation.
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Click Here for a NAFEP brochure.

Or talk to a specialist about IRAs with self-directed checkbook control, real estate IRA investing, etc., contact:

   Ben Barker (at NAFEP) - Toll Free (800) 454-2649, Ext. 113 -- ben@nafep.com


Move your existing IRA (or old 401(k) money) to an AE-Trust self-directed IRA right now and start receiving the above benefits:

Click Here for the AE-Trust Traditional IRA enrollment application form

Click Here for the AE-Trust Roth IRA enrollment application form