The Self Directed IRA Trust is an ideal structure for any person who is looking to self direct their retirement assets without having to pay any entity state filing fees or annual reporting/franchise tax fees. With states like Illinois, Massachusetts, and California imposing annual entity state filing fees/franchise tax fees in excess of $500, the Self Directed IRA Trust structure is a perfect vehicle for anyone looking to make traditional or non-traditional investments with their retirement funds, including real estate, tax liens, stock, bonds, and gold investments without incurring any state or federal filing fees. A Self Directed IRA Trust is a special purpose Grantor Trust that is owned by one or more Traditional and/or Roth IRA accounts. The IRA Account holder serves as the Trust’s Trustee providing the IRA owner with “Checkbook Control” over his or her IRA funds. Although the Self Directed IRA Trust vehicle does not offer any limited liability protection like the Self Directed IRA LLC Structure, the structure is extremely cost effective and flexible.

Tax Advantages: With the Self Directed IRA Trust, you have all the tax advantages of traditional IRAs or Roth IRAs, as well as tax deferral and tax-free gains.

No State Filing Requirements: Unlike an LLC, there is no state filing fees when forming a trust. All that is needed to form a trust is an agreement involving three parties, the Grantor (IRA Account), the Trustee (IRA Owner), and the Trust’s beneficiaries. The Self Directed IRA Trust structure is ideal for anyone looking to gain self directed access to their retirement funds without having to pay any state entity filing fee or annual filing fee. With some states such as California, Illinois, Massachusetts imposing LLC filing fees/annual fees between $500 and $8oo, the Self Directed IRA Trust structure is a cost effective option for anyone looking to self direct their retirement assets.

"Checkbook Control": With a Self-Directed IRA Trust, you have even more advantages, including what's called "checkbook control." As Trustee of the Trust, you will no longer have to get each investment approved by the custodian of your account. Instead, all investment decisions are truly yours.

Investment Options: With the Self Directed IRA Trust, you can invest in almost any type of investment, including real estate, private business entities, tax liens, precious metals and commercial paper.

Diversification: With the Self Directed IRA Trust, you can invest in almost any type of investment, including real estate, allowing you to diversify and better protect your retirement portfolio.

Access: With a Self-Directed IRA Trust, as Trustee of the Trust, you will have direct access to your IRA funds allowing you to make an investment quickly and efficiently. There is no need to obtain approvals from your custodian or deal with time delays in awaiting approval from your custodian or pay any review fees.

Speed: With a Self Directed IRA Trust, as Trustee of the Trust, when you find an investment that you want to make with your IRA funds, simply write a check or wire the funds straight from your Self Directed IRA Trust bank account to make the investment. The Self Directed IRA Trust allows you to eliminate the delays associated with an IRA custodian, enabling you to act quickly when the right investment opportunity presents itself.

Lower fees: Another advantage to a Self Directed IRA Trust account is that you can save a lot of money on state filing fees and custodian fees.

The IRA Financial Group was founded by a group of top law firm tax and ERISA lawyers and former Wall Street participants with over 35 years of combined experience in the legal, tax, and investment fields at some of the largest law firms and financial institutions in the country.

IRA Financial Group is the markets leading Self Directed IRA Trust Facilitator. We have helped thousands of clients take back control over their retirement funds while gaining the ability to invest in almost any type of investments. We have close working relationship with all the leading custodians making the set-up process seamless.

Our Self Directed IRA establishment service includes:

• Free tax consultation with our IRA Specialists
• Form your Grantor Trust
• Provide a lawyer drafted customized Self Directed IRA Trust Agreement
• Obtain the EIN from the IRS for the Trust
• Co-ordinate setup with the Custodian of your Choice
• Free legal and tax support from our in-house tax attorneys
• Best Price Guarantee!
• Expedited Service Guarantee!
• Satisfaction Guaranteed!

With IRA Financial Group, you no longer have to spend $2000 to $5,000 or more to set up your Self Directed IRA LLC.

IRA Financial Group will take care of everything. The whole process can be handled by phone, email, fax, or mail. Our expert tax and ERISA attorneys are on site greatly reducing the set-up time and cost. Most importantly, you will find that our fee for this service is up to 65% less than other companies that perform the same or similar services.