Good News for Retirement Planning


Planning for retirement can be especially challenging, given the turmoil and volatility of today’s economy. Many investors with traditional portfolios such as 401k’s and IRA’s, are seeing their dreams of a secure retirement slip away. The volatility of the stock market alone should be enough to convince most investors of the value of diversifications within one’s already existing IRA. In the past, investors have had limited options for diversifying their retirement accounts.

But, now due to major changes in tax law that occurred in 1997 (Tax Payer Relief Act), you have the opportunity to place a wider range of certain approved precious metal coins in your IRA investment portfolio. This change means that Americans can now own gold, silver, and platinum coins which meet certain minimum fineness requirements in their retirement accounts including traditional IRA’s, Roth IRA’s and SEP accounts.

Financial analysts today are routinely recommending the inclusion of precious metals in every financial portfolio as part of a sound asset diversification strategy. And that is good news for anyone who is trying to accumulate, growth or preserve wealth.








At First Fidelity Reserve, we know that there are many custodial services we could use for our clients’ IRA needs. We choose Sterling Trust because they believe in what we believe in: taking pride in delivering superior customer service. Their representatives are fully trained, knowledgeable, and able to provide you a high degree of courteous service.

Sterling Trust was established in 1984 to provide quality administrative services for self-directed individual retirement accounts, qualified business retirement plans and personal custodian accounts.

Sterling Trust currently administers accounts with assets exceeding $2 billion for clients in all 50 states. The company regularly complies with federal and state agencies overseeing regulatory compliance of directed trustees and custodian. In addition, Sterling is audited annually by the prominent accounting firm, Ernst & Young, and is annually examined by the Texas Department of Banking.

Not only will you receive monthly one-on-one calls from your First Fidelity Reserve representative, but you will also receive quarterly account statements, and be provided with the necessary government reporting from Sterling Trust. It’s like having your own team of personal, professional administrative staff responding to your directions.