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Contact Us
  • Our Company
  • Self-Directed IRA
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  • Custody & Escrow
  • Cash Management
  • IRA Learning Center
    • Alternative Investments
    • FAQs
    • News and Alerts
  • Forms
Menu
  • Our Company
  • Self-Directed IRA
  • Employer Plan Services
  • Custody & Escrow
  • Cash Management
  • IRA Learning Center
    • Alternative Investments
    • FAQs
    • News and Alerts
  • Forms
Open Account
Client Login
Contact Us
  • Our Company
  • Self-Directed IRA
  • Employer Plan Services
  • Custody & Escrow
  • Cash Management
  • IRA Learning Center
    • Alternative Investments
    • FAQs
    • News and Alerts
  • Forms
Menu
  • Our Company
  • Self-Directed IRA
  • Employer Plan Services
  • Custody & Escrow
  • Cash Management
  • IRA Learning Center
    • Alternative Investments
    • FAQs
    • News and Alerts
  • Forms

Account Setup and Funding

Custodian’s Responsibilities
8 Oct 2018

Custodian’s Responsibilities

by Sandy Reese | | 0

M2 Trust Services LLC is a passive custodian for investor-directed individual retirement accounts.  M2 Trust specializes in the custody and administration of non-publicly traded, Alternative Investments.  As a passive custodian M2 Trust does give tax, legal or investment advice and … Continued

What are M2 Trust’s fees?
4 Oct 2018

What are M2 Trust’s fees?

by Sandy Reese | | 0

There is no charge to establish a self-directed IRA account with M2 Trust Services when using the online account-opening feature. The fee for opening an account by completing, signing and sending a paper-based application is $50. M2 Trust’s annual account and … Continued

How long does it take to setup an M2 Trust self-directed IRA?
4 Oct 2018

How long does it take to setup an M2 Trust self-directed IRA?

by Sandy Reese | | 0

An account can be opened within one day by using our online account-opening feature.Accounts opened via paper application can take 2 to 3 business days to open after receipt of completed and signed paperwork. Please note:  Even though account opening … Continued

Can I make an annual contribution to my self-directed IRA in addition to other IRAs I may have?
2 Oct 2018

Can I make an annual contribution to my self-directed IRA in addition to other IRAs I may have?

by Sandy Reese | | 0

Yes, you may be able to make a contribution, however, the contribution limits are per individual and not per account. Making a contribution is the quickest method for initial funding your M2 Trust self-directed IRA account but remember that there … Continued

How do I rollover funds from an old 401(k)?
2 Oct 2018

How do I rollover funds from an old 401(k)?

by Sandy Reese | | 0

You may request a rollover of an old 401k from a former employer. Contact the 401(k) plan administrator (contact info can be found on your statement) to determine their rollover process and request that the funds be rolled over to … Continued

How do I move funds from an existing IRA?
2 Oct 2018

How do I move funds from an existing IRA?

by Sandy Reese | | 0

To initiate a “custodian to custodian” transfer, you must complete, sign and send a “Transfer Authorization” form to M2 Trust for processing.  This form can be found under the Forms section of our websiste. Unfortunately some custodians still require a … Continued