Self-Directed IRA Annual Compliance Service
IRS tax rules and guidelines change annually. IRA Financial ensures your self-directed IRA structure remains compliant and respected by the IRS. We offer Basic and Premium annual consulting services.
| $199 | $500 | |
|---|---|---|
| IRA LLC Operating Agreement legal updates | ✔ | ✔ |
| Unlimited Self-directed IRA tax and consulting services for 12 months from date of invoice | ✔ | ✔ |
| Serve as IRA custodian required “Transaction Reviewer” | ✔ | ✔ |
| One-on-one Self-Directed IRA consulting with Adam Bergman, Esq. | — | ✔ |
| Annual state LLC requirement notifications | — | ✔ |
| Expedited IRA support | — | ✔ |
| Access to exclusive webinars | — | ✔ |
| Free copies of self-directed retirement books by Adam Bergman | — | ✔ |
| Guidance with IRS audits | — | ✔ |
