IRA and Custody

Flexible IRA Custody Solutions

AITC serves as custodian for thousands of Individual Retirement Accounts, providing investors with the flexibility to hold both traditional marketable securities and alternative assets within their retirement accounts. Our platform supports self-directed investment strategies while ensuring compliance with IRS regulations.

Traditional Asset IRAs

We provide custody for IRAs holding traditional investments including stocks, bonds, mutual funds, money market accounts, and other marketable securities. Our platform provides secure custody, transaction processing, and comprehensive reporting for conventional retirement portfolios.

Alternative Asset IRAs

AITC specializes in custody for alternative assets within IRAs. We support investments in real estate, privately held company stock, church bonds, promissory notes, precious metals, and other non-traditional assets. Our experience with alternative assets ensures proper administration and compliance.

Self-Directed IRAs

For investors who want control over their retirement investments, our self-directed IRA platform allows you to direct investments while we handle custody, reporting, and compliance. You maintain investment authority while AITC ensures your account meets IRS requirements.

Multiple Account Types

AITC serves as custodian for Traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, and other qualified retirement accounts. We handle rollovers, transfers, contributions, and distributions in accordance with IRS regulations and your account documents.

Compliance and Reporting

Our custody services include all required IRS reporting, fair market value determinations for alternative assets, and compliance monitoring. We provide statements, tax documents, and online access to your account information. Our systems ensure your IRA maintains its tax-advantaged status.

Experienced IRA Custodian

With decades of experience as an IRA custodian, AITC understands both traditional and alternative asset custody. Our platform and procedures are designed to accommodate diverse investment strategies while maintaining the controls and reporting required for retirement accounts. Whether your IRA holds stocks and bonds or real estate and private equity, we provide the custody services you need.