IRA Financial Group

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Take control of your retirement funds with a Checkbook IRA LLC

  • Diversify your investment opportunities
  • Invest in what you know and understand
  • No IRA transaction fees
  • Choose a Roth IRC LLC and enjoy tax-free investing
  • Enjoy lower custodian fees and no custodian consent on investments

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Establish Your Checkbook IRA LLC with IRA Financial

  • Our tax and ERISA specialists will establish your Self-Directed IRA Checkbook Control Plan
  • Your account will have an IRS approved custodian
  • We do the work for you – generating a special purpose Operating Agreement and special purpose Subscription Agreement – all you have to do is read and approve
  • Assisting with the transfer of funds to an FDIC-insured IRA Custodian
  • Providing free tax consultation on the UBTI and UDFI rules
  • You’ll receive a free consultation with our in-house tax professional on the Self-Directed IRA LLC structure and prohibited transaction rules
  • We’ll assist you in establishing your business bank account and completion of documents to transfer funds to your LLC
  • Guaranteeing IRS audit Protection on the legality of the Self-Directed IRA structure

Advantages of IRA LLC

Tax-Free Investing

The primary advantage of using a Self-Directed IRA LLC to make investments is that all income and gains associated with the Roth IRA investment grow tax-free and will not be subject to tax upon withdrawal or distribution. This is because unlike traditional IRAs, you are generally not subject to any tax upon taking Roth IRA distributions once you reach the age of 59 1/2.

Investment Options

With the Self-Directed IRA LLC, you can invest in almost any type of investment, including real estate, private business entities, tax liens, precious metals and cryptocurrencies tax-free!

Diversification

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

“Checkbook Control”

With a Self-Directed IRA LLC, you have even more advantages, including what’s called “checkbook control.” As manager of the Self-Directed IRA LLC you will have the ability to make IRA investments without seeking the consent of a custodian. Instead, all decisions are truly yours.

Access

With a Self-Directed IRA LLC, 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 LLC, 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 LLC bank account to make the investment. The Self-Directed IRA LLC 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 LLC account is that you can save a lot of money on custodian fees. With the “checkbook control” Self-Directed IRA LLC structure, you will not be required to seek custodian approval when making IRA investments allowing you to eliminate custodian transaction fees and account valuation fees.

Limited Liability

By using a Self-Directed IRA LLC with “Checkbook Control”, your Roth IRA will benefit from the limited liability protection afforded by using an LLC. By using an LLC, all your IRA assets held outside the LLC will be shielded from attack. This is especially important in the case of IRA real estate investments where many state statutes impose an extended statute of limitation for claims arising from defects in the design or construction of improvements to real estate.

Asset & Creditor Protection

By using a Self-Directed IRA LLC with “Checkbook Control”, the IRA holder’s IRA will be protected for up to $1 million in the case of personal bankruptcy. In addition, most states will shield a Self-Directed IRA from creditors attack against the IRA holder outside of bankruptcy. Therefore, by using a Self-Directed IRA LLC, the IRA will be generally protected against creditor attack against the IRA holder.

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“What about your IRA, including rollover IRA? You need to look at state law, advises tax attorney Adam Bergman of New York’s IRA Financial Group.”

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“Adam Bergman…gets several calls a day from clients like McDermott looking to invest their retirement funds in real estate. ‘Our average client has retirement accounts of about $150,000 and is looking to buy one or two properties.'”

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“Jeff Brown…transferred roughly $50,000 from his workplace 401(k) to purchase homes to fix up and sell…He uses a self-directed IRA that he set up through IRA Financial Group in Miami Beach.”

12K-Companies

12,000+ clients

Our tax and ERISA experts have helped over 12,000 clients invest $4 billion in alternative assets.

7 books

IRA Financial Group’s founder, Adam Bergman, is the author of seven books on Self-Directed IRA retirement plans.

Forbes

Forbes

Bergman is a frequent contributor to Forbes.com and is an official member of the Forbes Financial Council.

888-472-0649

Choose IRA Financial | Do you have a questions about a checkbook IRA? Send us a message or give us a call.  One of our specialist will contact you shortly.







Read our Privacy Policy.

9:00am-7:00pm EST | M-F

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