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New Client Form and Questionnaire |
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Clients new to IRA Resource Associates, Inc., can download a pdf of
IRA's New Client Form. The form can either be filled out in Adobe
Reader (available for free at Adobe.com) then printed and sent to IRA
Resource Associates, Inc., or if you prefer, you can print the form out
and fill it out by hand and send it in.
 Download the New Client Form 136.36 Kb
Investor Questionnaire
By law, IRA Resource Associates, Inc., must determine whether offers
and sales of certain financial instruments, available on this website
may be made to you in compliance with applicable federal and state
securities laws. Because of this, investors are required to fill out
our Investor Questionnaire form. The form can either be filled out in
Adobe Reader (available for free at Adobe.com)
then printed and sent to IRA Resource Associates, Inc., or if you
prefer, you can print the form out and fill it out by hand and send it
in.
Download the Investor Questionnaire Form. 119.47 Kb
As always, all information furnished is for the sole use of IRA
Resource Associates, Inc., and its agents and will be held in
confidence by them, except that this information may be furnished to
such parties as the IRA Resource Associates, Inc., deems necessary to
establish compliance with federal, state, or territorial securities
laws.
If you are unable to download either of these forms, please click here to contact us, and we will get one out to you right away.
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Read Pat's IRA Wealth Blog or click on the tab, IRA Wealth BLOG located on the left hand column of this page.
Pat Rice will give more One-Day Mini-Symposiums throughout 2007
PENSCO Trust will be hosting a series of 1-day advanced training
sessions for professionals who want to learn more about self-directed
IRAs. You will learn from leaders in the industry how to capitalize on
this $3.7 trillion emerging market.
- Seattle, WA: Thurs. Mar 15th
- Ft. Lauderdale, FL: Thurs. Apr 19th
- Dallas, TX: Thurs. May 17th
- New York City, NY: Thurs. June 14th
- Boston, MA: Thurs. Sept 20th
- San Francisco, CA: Thurs, Oct 25th
- Chicago, IL: Thurs, Nov 15th
IRA Wealth: Revolutionary Strategies for Real Estate Investment
by Patrick W. Rice
 You can learn the secrets of successfully buying, selling, or accumulating real estate products within your IRA account.
For more than ten years, IRA investment expert Patrick W. Rice has
taught thousands of men and women his revolutionary strategies for
using an IRA account to create wealth based upon real estate.
Read More>>
To order your copy for $17.95 plus $4.95 shipping,
fill out an order form and mail or fax it today!
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