Benefits

Let us take you through some of these benefits:

Professionally Screened
Investments

To help you diversify your investments in the GoldStar IRA program, we carefully screen thousands of mutual funds to select top quality, cost-effective options for your IRA.

 

Investment Advice

Review your retirement savings strategy anytime with our investment advice engine provided through Financial Soundings. Their online investment questionnaire can help you make well-informed decisions when looking to invest your savings.

Retirement Readiness Report

Financial Soundings provides all investors with an annual report that assists you in making future retirement savings and investment decisions. This report is designed to give you a roadmap for meeting your retirement goals.

Online Access:

Stay informed and keep track of your investments 24/7 with our secure online account access. Check balances, change investments, visit Financial Soundings, view transaction history, and more at your convenience.

Consolidate IRA’s

Looking to consolidate your retirement funds? Your GoldStar IRA also accepts transfers from other IRA’s and rollovers from retirement plans.  You can also contribute additional funds to the account.

Customer Care
Professionals and Tools

The GoldStar IRA has self-service tools as well as trained representatives available to answer your questions and guide you through the process.

About Us

GoldStar Trust Company has provided specialized services as an IRA Custodian, Trustee and Escrow/Paying Agent nationwide for nearly three decades.

GoldStar Trust is a leading provider of self-directed IRA products and services that allow individual investors to manage their retirement investments and diversify their IRA portfolios with precious metals and other alternative investments.  Our mutual fund IRA platform enables individual investors access to low cost, professionally managed solutions for the do-it-myself investor or those looking for guidance through our platform.

The institutional clients of GoldStar Trust range from the financial and retirement services industry with our Automatic Rollover Services and IRA recordkeeping to our church clients for funding new developments and capital raising solutions.

We provide a wide range of IRA asset management solutions customized for each individual to help you achieve a more secure retirement.  Whether you searching for a partner who specializes in custody and safekeeping, recordkeeping, tax reporting, income collection, investment of cash balances and other activities, GoldStar Trust is your trusted partner.

GoldStar is backed by the financial strength and confidence of Texas-based Happy State Bank, founded in 1908, and nearly $7 billion in assets under administration.

Financial Soundings is an independent accountholder advice provider.  While it’s no secret that reaching any goal is made easier with a formal plan, many people never get around to making one because of the time, effort, and costs involved. By eliminating each of these obstacles, Financial Soundings working with Mesirow Financial helps Americans make their aspirations a reality.

Financial Soundings was founded to make unbiased financial services-previously available only through financial advisors-accessible and affordable for all Americans. What makes us unique is not only the ease-of-use of our programs, but also their unprecedented level of customization. We simply don’t believe in the status quo “one size fits all” approach.

Regardless of your age, income, or marital status, we’re here to help you find solutions to some of today’s most pressing retirement concerns.

With proper planning, the goals you have today can be within your reach tomorrow. Thank you for giving us this opportunity to help you make them happen!

Let’s take a look at how these services help you:

IRA Custodian - GoldStar Trust Company

Safeguarding your IRA Assets, processing contributions and distributions, issuing periodic statements and fulfilling IRS tax reporting requirements. If you are looking to consolidate your retirement funds, the IRA Custodian will accept rollovers from other financial institutions.

Professionally Screened Investments

To help you diversify your investments in the GoldStar IRA program, carefully screens thousands of mutual funds to select top performing, cost-effective options for your IRA Account.

Investment Advice Engine

Review your retirement savings strategy anytime with our investment advice engine provided through the GoldStar IRA Program. Our online investment questionnaire can help you make well-informed decisions when looking to invest your savings.

Retirement Readiness Report

Financial Soundings provides all investors with an annual report that assists you in making future retirement savings and
investment decisions. This report provides you a roadmap for meeting your retirement goals.

Online Access

Stay informed and keep track of your investments 24/7 with our secure online account access. Check balances, change investments, view transaction history, and more at your convenience.

Customer Care Professionals and Tools

The GoldStar IRA program has self-service tools as well as trained representatives available to answer your questions and guide you through the process.

For more information: To get the Financial Soundings Disclosure Brochure, Code of Ethics, Privacy Policy, or other documents, visit their website at FinancialSoundings.com, email them at info@financialsoundings.com, phone them at 678.393.8222, or send your request to them at 1121 Alderman Drive, Suite 205, Alpharetta, GA 30005-5471. Information about Financial Soundings is also available on the Internet at adviserinfo.sec.gov.

 

Investment Options

Below is a list of the investment options available to you in the GoldStar IRA Program:
  • Columbia Emerging Markets Bond Inst3
  • Columbia Global Energy & Natrl Res Inst3
  • Columbia Small Cap Growth I Inst3
  • Columbia Smal Cap Value I Inst3
  • Columbia Total Return Bond Inst3
  • DFA Commodity Strategy International
  • DFA Emerge Mkts Core Equity Port. Intn’l
  • DFA Emergining Markets Value I
  • DFA Enhanced US Large Company I
  • DFA Global Real Estate Securities Port.
  • DFA Intn’l. Core Equity Port. Intn’l
  • DFA Real Estate Securities I
  • DFA US Large Cap I
  • DFA Small Cap I
  • DFA World Ex Us Govern’t. Fxd. Inc. I
  • Fidelity 500 Index Institutional
  • Fidelity Advisor Equity Growth Z
  • Fidelity Inflation-Prot. Bd. Idx. InstlPrm
  • Fidelity International Index InstlPrm
  • Fidelity Large Cap Growth Idx. InstlPrm
  • Fidelity Large Cap Value Idx. InstlPrm
  • Fidelity Mid Cap Enhanced Index
  • Fidelity Small Cap Index InstlPrm
  • Fidelity US Bond Index InstlPrm
  • Invesco Oppenheimer Total Ret. Bd. R6
  • MFS Government Securities R6
  • MFS Growth Securities R6
  • MFS New Discovery R6
  • MFS New Discovery Value R6
  • PIMCO High Yield Spectrum I2
  • PIMCO Long Duration Total Return I2
  • PIMCO StocksPlus Small I2
  • T.Rowe Price Overseas Stock I
  • Vanguard Developed Mrkts. Idx. Adm.
  • Vanguard Equity-Income Admiral
  • Vanguard Growth & Income Admiral
  • Vanguard Growth Index Admiral
  • Vanguard High-Yield Corporate Adm
  • Vanguard Infl.-Protect. Secs. Adm
  • Vanguard Interm-Term Bd. Idx. Adm
  • Vanguard Inter-Term Treas. Idx Adm
  • Vanguard Large Cap Index Admiral
  • Vanguard Long-Term Treas. Idx. Adm
  • Vanguard Mid Cap Index Admiral
  • Vanguard Prime MM Investor
  • Vanguard Short-Term Federal Adm
  • Vanguard Short Term Inv-Grade Adm
  • Vanguard Small Cap Grth. Idx. Adm
  • Vanguard Small Cap Index Adm
  • Vanguard Small Cap Val. Idx. Adm
  • Vanguard Value Index Adm

To learn more about opening and managing your IRA, click on our Frequently Asked Questions (FAQs) tab.

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