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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