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 | — | ✔ |
$199 Self-Directed IRA LLC Annual Compliance Fee
The payment link will take you to a secure page where you can pay the annual compliance fee of just $199, which will continue your engagement with IRA Financial Group for consultation and IRA LLC transaction review.
This fee can be paid using IRA LLC funds.
IRA Financial’s Support
Using a Self-Directed IRA LLC with checkbook control to make investments involves following many important tax rules and guidelines. These must be adhered to on an annual basis in order for the Self-Directed IRA structure to be respected by the IRS and not run afoul of any federal income or state tax rules.
By paying the annual Self-Directed IRA compliance fee, you will receive the following:
- Consulting services regarding your Self-Directed IRA Structure for 12 months from date of invoice.
- Free tax support for SD IRA from in-house tax attorneys and CPAs.
- Free help with Disqualified Person and Prohibited Transaction Rules from in-house tax attorneys and CPAs.
- Free tax consultation on the UBTI and UDFI rules from in-house tax attorneys and CPAs.
- Free access to our best-selling SD IRA books.
- Free access to our exclusive webinars, pod casts, newsletters, Forbes articles, etc.
We appreciate your relationship with the IRA Financial Group. Don’t hesitate to call us if you have any questions.