Both our Willow Street & Ephrata offices will be closed from 12pm on Dec. 24 (Christmas Eve) through Dec. 25 (Christmas Day).
Learn moreSelf-Directed IRAs
The IRS has a strong warning for owners of self-directed IRAs: Beware of promoters advertising IRS-approved investments for IRAs. These come-ons falsely claim that the IRS has okayed particular retirement investments. In reality, the IRS does not review, approve, or endorse any investments.