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.

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.

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.

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.