
David
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Activity overview
Latest activity by David-
David created an article,
Why Didn’t I Receive a 1099-R for My Year-End Distribution?
If you submitted a distribution or Required Minimum Distribution (RMD) request at the end of the year but didn’t receive a 1099-R for that tax year, you’re not alone. This is a common point of conf...
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David created an article,
AET Wire, ACH, and Check Payment Info
See American Estate & Trust's payment information below for both checks and wires: Check Mailing Address: American Estate & Trust 6900 Westcliff Dr. Ste. 603 Las Vegas, NV 89145 Pay to: America...
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David created an article,
What features are available in the Online Portal?
The AET Online Portal is your secure, all-in-one platform for managing your Self-Directed IRA (SDIRA). From opening accounts to submitting investment requests, the portal gives you full control ove...
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David created an article,
Wire instructions, ACH info, and mailing information for American Estate & Trust
Use the following information to send funds to American Estate & Trust via wire, or check. Check Mailing Address: American Estate & Trust 6900 Westcliff Dr. Ste. 603 Las Vegas, NV 89145 Pay to:...
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David created an article,
Withdrawal vs. Transfer: What’s the Difference?
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 ...
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David created an article,
How do I sell Real Estate owned by my IRA?
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...
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David created an article,
How do I confirm the status of my request?
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...
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David created an article,
Does AET require a Medallion Signature Guarantee for outgoing transfers?
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...
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David created an article,
How do IRS rules apply to Inherited IRAs?
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...
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David created an article,
What happens to my SDIRA if I pass away?
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...