Recently several companies have announced that they will no longer hold certain alternative investments within IRAs. If you receive notice that your investment can no longer be held with your current institution please take time to look into your options.
Community National Bank (CNB) prides ourselves on our excellent customer service and in many cases we are less than half the price of our competitors! CNB could be the low cost solution for keeping your investment within an IRA and avoiding the tax consequences of a distribution.
We have over 30 years experience as an IRA custodian and are directly regulated by the Office of the Comptroller of the Currency (OCC). Our goal at CNB is to give customers the ability to invest in a broad range of investment types while providing excellent customer service, a competitive fee schedule, and expedient turnaround time on requested transactions. CNB is able to custody alternative investments within Traditional, Roth, and SEP IRAs. CNB does not endorse, sponsor, or recommend any investment products. We reserve the right to limit concentrations in or decline custody of particular investment products.
For more information regarding our services and fees, account establishment, or forms, please call Michelle Thomas at 800-680-0340, ext. 6927 or email firstname.lastname@example.org. We look forward to speaking with you and welcome the opportunity to provide custody service for your IRA investments.