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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