When service matters...
You need an IRA custodian with a service-oriented staff
You expect next day turnaround to be the norm, not the exception
You want a custodian with years of experience
You deserve a custodian with fair and reasonable fees
...you need Community National BankLearn More
CUSTODY SERVICE FOR SELF-DIRECTED IRAS WITH STANDARD AND ALTERNATIVE ASSETS
With 30 years of experience in the custody of self-directed IRAs, Community National Bank has built a solid reputation for exceptional service, accuracy, and competitive fees. We allow you to combine a broad myriad of investment products, including alternative assets of your choice, within a single IRA.
- Year-End Statements Are Available Online Now
Check the last page of the statement for 2016 RMD information. Review the beneficiary information printed on your statement to be sure it is up to date. View information about the new statement format here: New Look. More Information. Same Reliable Service.
- Custodial Fees Due 2/25/2016
A break down of your custodial fee is on your year-end statement. Fees may be paid online through the link on the “Fees” tab of our website (you do not have to be logged into account access) or you can mail a check. Be sure to have your payment to us by Feb 25 to avoid a $15.00 late fee.
- Updated IRA Application
We have updated our IRA Application effective January 1, 2016. If you are opening a new IRA use the new version of the application with the January 2016 effective date.
- Representative Information
2016 Representative Newsletter
- IRS Form 1099-R Is Available Online Now
Please be aware that in certain cases you may receive more than one Form 1099R due to new IRS reporting requirements. Cash and investment distributions are now recorded on separate Form 1099Rs. Consult your qualified tax professional regarding each Form 1099R you receive from CNB.