Trust Services

You want a secure financial future for you and your loved ones, no matter what may lie ahead. With more than 90 years' combined experience, the Guaranty Bank Trust department offers flexible options to meet your investment, estate, business succession and future planning needs.
Agency Accounts Conservatorships Custodial Accounts Employee Benefit Accounts Executor of an Estate Irrevocable Life Insurance Trusts Retirement Planning Calculator Revocable Trusts Self-Directed IRA Accounts Testamentary Trusts Trust Chats Contact Trust Staff Back
Self-Directed IRA Accounts
A self-directed IRA account allows an account owner to invest in stocks, bonds and mutual funds for a personal retirement account.

The Guaranty Bank Trust Department provides the following services for self-directed IRA accounts:

  • Delivery of IRS-approved documents to establish self-directed IRA accounts
  • Investment of assets pursuant to the direction of the account owner
  • Disbursement of fund assets as directed by the account owner
  • Delivery of quarterly (or more frequent) reports to the account owner
  • Preparation of Forms 5498 and 1099R for submission to the IRS and account owner