Chicago Trust Administration Services

Trust Administration for Self Directed Retirement Plans

Invest in What You Know

Chicago Trust Administration Services can help you establish a self-directed retirement plan to use your IRA, Roth, 401(k) or Qualified Plan to grow your retirement assets tax-deferred or tax-free by investing in what you know.

Why does an LLC/LLP only make sense for only 40% of self-directed investors?

With your CTAS Self-Directed Retirement Plan, you are in complete control of your investments. You won’t be limited only to traditional vehicles offered by financial institutions: stocks, bonds, mutual funds, CDs, commodities/futures. You can choose from any of the thirty-eight IRS approved asset classes. Those choices may include Real Estate, mortgage notes, tax lien certificates, LPs, and LLC’s, to unsecured loans, trust deeds, contract options, and like and unlike exchanges - plus the investment options listed below. It's completely up to you!

Investment Options: