UPCOMING HOLIDAY SCHEDULE

In observance of the Thanksgiving holiday, our offices will be closed on November 28 and 29, 2019.
We will re-open on December 2, 2019.

We value the work of our employees. On December 4, 2019, we will be closed as we have an Employee Appreciation Day.

Call us today! Toll-Free: (800) 529-3951| Albuquerque: (505) 514-0539 |Fax: (505) 792-6096

Our office will be closed on July 4th in observance of Independence Day. We will re-open on Thursday, July 5th at 11 AM. Thank you!

 

Get Our Latest Book “The Field Guide to Financial Success,” For Free!

 

With This Book, You Can:

  • TRANSFORM YOUR RETIREMENT
  • TRANSFORM YOUR FAMILY LEGACY
  • TRANSFORM YOUR BUSINESS AND YOUR INVESTING
 

Self-Directed Tax
Advantaged Accounts –
Specialized Trust Company

At Specialized Trust Company, we pride ourselves in getting the most out of our clients’ investments. We empower individuals, families and businesses to create financial independence, rewrite their family legacy and capitalize their business, and we do this by providing solutions through service, education, and resources. Additionally, our accounts are self-directed, which means our clients can invest at their own discretion, into any investment allowed by the government.

 
 

How We Help You

 

Self-Directed IRA

A Self-Directed IRA may sound complex on the surface but in reality, it is quite easy. Simply put, “self-directed” means that you get to invest in your account, at your own discretion, into any investment allowed by the government. Even more simply, “self-directed” means that you have control of when and where you invest your money.

Retirement Accounts

When it’s time to retire, you want to ensure that your money lasts as long as your retirement so that you don’t have to jump back into the job market. With available retirement accounts from Specialized Trust Company, you can invest your money and get the sense of security that comes with knowing you will be able to live comfortably throughout your retirement.

Small Business Plans

If you need capital to start or expand your business, an IRA may be the perfect solution! With an IRA, you can free up capital to invest in your business, maximize the money that is being put into it, and ensure that you have control over your investment. At Specialized Trust Company, we can give you the guidance to build up your business from the inside out!

Have Peace of
Mind Going Into
Your Retirement

We recognize the importance of a responsive, nimble self-directed IRA company can have in your success.
  • Most Americans invest their retirement money in traditional assets- mainly stocks, bonds, mutual funds and CD’s. Unfortunately, these types of assets often don’t keep pace with inflation and are not designed to provide stable monthly income.

    The majority of Americans 65 or older are working well into their retirement years, often at low paying jobs, due to the need to cover monthly expenses and the fear of outliving their inadequate retirement savings.

  • The main source of income for more than 60% of retirees is their monthly social security benefit and in 2013, the average monthly check paid to a social security beneficiary was a mere $1,246 per month.

    Even with the meager monthly checks retirees receive, the social security trust fund cannot sustain itself long term and is running in the negative.

 

The Benefits of IRAs

 
  • Individuals
    With an IRA you can have a lifetime of tax advantaged income. This means that you are getting the very most from your money, which would otherwise be going to the government. Additionally, you can set up a pension that you know will last through your retirement.
  • Families
    By investing in an IRA you can improve several aspects of your family's future: help pay for healthcare, cover you children's education without debt, and more. With an IRA from Specialized Trust Company, you aren't merely starting an investment, you are creating a legacy for generations to come!
  • Business Owners
    Whether you are expanding your operation or starting from scratch, an IRA can give you private capital to fuel your business, all without the use of personal or bank loans. This means that you are in full control of your business from start to finish, while ensuring that you maximize the profits of your business.