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Wealthy Retirement Planning

Rick Pendykoski's Personal Blog on Finance & Retirement

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Tag Archives: IRA Custodian

May 18, 2015

Understanding the role of an IRA Custodian

An IRA custodian acts as a non-discretionary entity in the financial services market as it merely executes the investment decisions taken by the IRA owner and performs various custodial and administrative duties to ensure that the ‘tax-deferred’ status of an … Read the rest

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Retirement & investment Planner Arizona Rick Pendykoski is the owner of Self Directed Retirement Plans LLC, a retirement planning firm based in Goodyear, AZ. He brings over 30 years of diverse experience as a financial advisor. Rick takes great pride in giving honest and very experienced advice. Rick can readily converse with business owners and people looking to take control of their retirement accounts. He helps in expanding investment and retirement planning to the non-traditional avenues, which are often not thought of...
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Contact Rick

Call Rick at 866-639-0066, if you need help with planning your retirement, or if you want to learn about rollover IRA or other investment opportunities. Alternatively you could send him a good old fashioned email at rick[at]sdretirementplans[dot]com.

Top Places Where Rick Contribute His Ideas

HR Morning
ABetter Financial Plan
Seeking Alpha
NuWireInvestor
SocialMediaToday
Retirement Investment Guardian

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What is self directed IRA? Want to learn more about it?click on the link or call 866-639-0088

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