Posted on 10/08/09 by Hilary McCarthy | Filed under Media Gallery
Long-time Zenzi client Trust Administration Services was featured in Consumer Reports, Bankrate.com and MSN recently. CEO Jim Wagner highlighted his expertise on recharacterizations of IRAs and how investors could stand to save big on taxes, as well as important tips in considering this move.
Posted on 09/23/09 by Rachel Znerold | Filed under Media Gallery

4 Steps to Undo a Roth IRA Conversion
Jim Wagner, president of Trust Administration Services, a San Diego-based retirement services firm, gives us his experienced financial advice… Read Full Article.
Posted on 06/03/09 by Hilary McCarthy | Filed under Media Gallery
Jim Wagner of Zenzi client, Trust Administration Services, is an expert in The Street on waiver on RMDs and retirement accounts. Check out the article HERE.
Posted on 04/08/09 by Hilary McCarthy | Filed under Media Gallery
Posted on 04/08/09 by Hilary McCarthy | Filed under Clients
Established in 1999, TAS, a division of First Regional Bank, specializes in the administration and custody of self-directed retirement accounts. Accounts administered by TAS are self-directed, giving clients a wider range of investment options, including the ability to invest in real estate, private equity, trust-deeds and other non-traditional assets with an IRA. Working individually or in concert with their legal, tax and/or financial advisors, clients can create a customized portfolio that directly meets their needs. Through TAS’ highly experienced staff, drawing on decades of industry experience, investors, advisors and product sponsors can avail themselves of the company’s comprehensive administrative, record keeping and compliance services. TAS is online at www.trustlynk.com.