Expert: Allen - 9/18/2006

Question
How can I obtain a list of IRA trustees that allow ROTH IRA funds to be invested in Limited Liability(LLC)partnerships? Charles Schwab is one, but fees seem very high.

Answer
Listed below are IRA trustees that in the past may have allowed non traditional investments. This list is several years old. So I can't vouch for its accuracy.

Bank of Commerce 619-232-2096
Bankers Pension Services 800-432-8388
First Financial Trust 505-260-0747
Lincoln Trust 800-825-2501
PENSCO Trust 603-433-2626
PENSCO Trust 415-274-5600
Resource Trust 800-525-9054
Security Trust 800-445-5652
Sterling Trust 800-955-3434
Trust Company of America 303-705-6155
Trustmark National Bank 800-844-2000 x6336

Be aware that if the LLC is an operating business it may or may not be a permitted investment for an IRA or any income may be subject to the tax on unrelated business income.