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If you have multiple accounts with American Estate & Trust (AET) and would like to transfer funds between them, you can initiate an Internal Account Transfer directly through our online platform — ...

When managing your Self-Directed IRA (SDIRA), it’s important to understand how money or assets can move out of your account—and the very different consequences depending on how you do it. We often ...

Selling real estate held in a Self-Directed IRA (SDIRA) requires strict adherence to specific guidelines to ensure compliance with IRS regulations and to avoid delays in the process. Follow these s...

At American Estate & Trust (AET), we strive to make the process of managing your Self-Directed IRA (SDIRA) as transparent and easy to navigate as possible. To help you stay updated on the status of...

American Estate & Trust (AET) does not require a Medallion Signature Guarantee stamp on Transfer Out documents when the original documents are mailed to AET containing original "wet ink" signatures...

An Inherited IRA is an individual retirement account that you inherit from a deceased account holder. The IRS has specific rules for Inherited IRAs to ensure that beneficiaries comply with tax laws...

If you pass away while holding a Self-Directed IRA (SDIRA) with American Estate & Trust (AET), your account will be handled in accordance with your beneficiary designations and applicable IRS rules...

We understand that closing a Self-Directed IRA (SDIRA) can sometimes feel complex, especially if your investments have lost value or become difficult to manage. While you do have the option to clos...

Clients may choose to close their Self-Directed IRA (SDIRA) with American Estate & Trust (AET) for several reasons, including transferring to another custodian, withdrawing all funds, or performing...

Yes, clients have the option to liquidate assets before transferring their account to another custodian. Whether or not liquidation is necessary depends on the type of asset being held and the poli...