Advanta IRA is considered an agent for custodial banks. We provide record keeping as well as tax reporting for non-traditional assets in self-directed accounts. For plans which are deemed qualified under the IRS code such as the individual 401(k), we provide the plan documents as well as record-keeping services for the assets you choose. In addition, we offer a “Do Your Own” plan. We provide you the IRS-approved plan documents, and you do the record-keeping.

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