Especially for You
Individual Plan Participants and Investors
You say:
· You want a 100% self-directed IRA.
· You want the availability of a custodial service that permits a 100% self-directed 403(b) portfolio for 90-24 transfers.
· You want to concentrate on your investment aspects and let the experts handle the plan technical considerations.
· You want a resource that will calculate the substantially equal payment exception to the premature distribution penalty rule.
If these and other similar considerations have been a concern, you are probably using the wrong plan document and custodial resource. YOU NEED NRPTC!!!
Whether you are an individual looking to totally diversify your plan investments through a high quality, low-cost resource, or simply want someone to give you a little technical hand holding, WE'VE GOT PLANS FOR YOU!!! Over the past 25 years, more than 200,000 individuals and small business owners have adopted NRPTC-designed plans.
Whether you invest in loaded or no-load investments or any combination thereof, you can establish and maintain your plans with us. You utilize the state-of-the-art custodial services that we have arranged. NRPTC can be engaged on a consulting basis to do certain basic tasks, such as calculating a social security integrated allocation of contributions; preparing Form 5500EZ for owner-only plans; or, in the case of individual participants, calculate the installment exception to the premature distribution penalty, or the minimum annual distribution that must occur beginning at age 70½.
Document with Deluxe Custodial Services - NRPTC has arranged for a state-of-the-art custodial service. This includes custody and record keeping of all plan assets.