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	—	✔