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Take control of your retirement funds with a Checkbook IRA LLC

  • Invest in alternative assets on your own
  • Get limited liability protection
  • No transaction fees
  • More control and custodian is less involved
  • Great for high activity transactions, such as most real estate
  • No more custodian delays
  • Flat annual fees with no asset valuation fees

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Have questions about the Checkbook IRA LLC? Call or send us a message and a specialist will respond as soon as possible.





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    Advantages of the Checkbook IRA LLC

    Checkbook Control

    As manager of the IRA LLC, you will have the ability to make IRA investments without seeking the consent of a custodian.

    Access & Speed

    The Self-Directed IRA LLC gives you direct access to your IRA funds so you can invest quickly and efficiently. There’s no need for custodian approval, delays, or review fees.

    Flat Fees

    Invest in alternative assets for a low flat annual fee with no transaction or asset value fees. Also, pay no minimum balance of account termination fees.

    Limited Liability

    Invest your IRA in alternative assets with limited liability protection. This means IRA assets held outside the LLC will be shielded from attack.

    Asset & Creditor Protection

    Your IRA will be protected for up to $1.3 million in the case of personal bankruptcy. In addition, most states will shield a Self-Directed IRA from creditor attack against the holder outside of bankruptcy.

    Tax-Free Income & Gains

    Take advantage of the power of tax deferral and compounding interest by using a Self-Directed IRA to invest. All income and gains generated will be tax deferred (or tax free in the case of a Roth IRA).

    How it works

    1

    Transfer your funds to a passive custodian tax free

    Your retirement funds are transferred from your current custodian to a passive custodian like IRA Financial.

    2

    Establish an LLC and transfer your funds to its account

    You can serve as manager of your established LLC. IRA Financial opens your LLC bank account at Capital One then transfers your retirement funds into that new account.

    3

    Get checkbook control and invest in alternative assets

    As manager, you have checkbook control and can direct the LLC to invest in real estate, tax liens, private businesses, metals, and more.

    How it works

    1

    Transfer your funds to a passive custodian tax free

    Your retirement funds are transferred from your current custodian to a passive custodian like IRA Financial.

    2

    Establish an LLC and transfer your funds to its account

    You can serve as manager of your established LLC. IRA Financial opens your LLC bank account at Capital One then transfers your retirement funds into that new account.

    3

    Get checkbook control and invest in alternative assets

    As manager, you have checkbook control and can direct the LLC to invest in real estate, tax liens, private businesses, metals, and more.

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    How we’re different

    Experience

    Our tax and ERISA experts have helped over 16,000 clients invest $4.6 billion in alternative assets.

    Prestige

    Our founder, Adam Bergman, was a tax lawyer and is the author of 8 books on self-directed retirement plans.

    Dedicated Support

    In addition to tons of online resources, IRA Financial gives clients access to experienced specialists dedicated to your peace of mind.

    IRA Financial App

    Open your account in minutes

    Or get a free consultation

    Contact IRA Financial at 1-888-472-0649 or fill out the form to learn more about opening a self-directed retirement account.

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      [10:44 PM] Valerie Marszalek-Boik