Services

Best-in-class services

We provide best-in-class services and solutions to enable individuals to direct their financial future.

TETC performs the many custodial and administrative duties that are necessary to preserve the tax-deferred status of an IRA and otherwise administer the account and custody the assets within the account. TETC does not solicit investments or provide advice or recommendations to customers with regard to investments, acquired by or held in the IRAs. TETC does not act as a broker or an investment advisor. It does not sell investments, determine suitability or provide due diligence on investments for the IRA owner.

Here are the types of plans TETC is providing custodial services to:

Traditional IRAs

Roth IRAs

Coverdell or Education Savings Accounts (ESA)

Health Savings Accounts (HSA)