Understanding the IRA Operating Agreement For Your Self-Directed IRA

The IRA LLC Operating Agreement is the most important document for your Self-Directed IRA. It’s referred to regarding issues related to your LLC. That’s why it’s important to create an agreement for your Self-Directed IRA. At IRA Financial, we do the work for you!

The IRA Financial Difference


IRA Financial Group’s tax and ERISA specialists have helped more than 12,000 clients self-direct their IRA and invest $4 billion in alternative assets, such as real-estate.


Founder of IRA Financial Group and former tax and ERISA attorney, Adam Bergman, has published seven books to help investors self-direct their individual retirement account.


Find IRA Financial Group on Forbes! Adam Bergman is a frequent contributor to Forbes.com and an official member of the Forbes Financial Council.

Experience You Need

IRA Financial Group has over a decade of experience helping investors self-direct their retirement accounts.

Tell Us What You Need

Our team will work one-on-one with you to establish a Self-Directed IRA, Solo 401(k) or ROBS solution that fits your goals.

self-directed IRA Operating Agreement

Self-Directed IRA LLC

Your Self-Directed IRA LLC gives you the flexibility of investing in alternative assets as well as traditional assets. Start investing in what you know and understand, like real-estate, precious metal and tax liens. With checkbook control, you’re in charge. There’s no need for custodian consent on any of your investment decisions.

IRA Operating Agreement

IRA Operating Agreement

Your Self-Directed IRA Operating Agreement should include special tax provisions and special management provisions. It’s crucial to have a properly structure Operating Agreement that fits your needs and the needs of the LLC. Don’t know where to start? Contact a tax and ERISA specialist at IRA financial today. We’ll answer your questions.

IRA Operating Agreement with IRA Financial

IRA Financial Self-Directed IRA

At IRA Financial, our team will create a special purpose Checkbook IRA LLC Operating Agreement that is approved by all IRA passive custodians. Our knowledge is unparalleled – rest easy knowing that your agreement will be drafted to fit your retirement investing needs and the needs of your LLC. All you have to do is read and approve!

IRA Financial Group Low Fees

Low-Cost Fees

We offer a one-time low service fee that includes the special purpose Self-Directed IRA LLC operating agreement. We will also set up the entire Self-Directed IRA LLC structure for you. This includes the LLC formation and tax ID number. Our specialists will be there every step of the way. Call today and let’s get started. The Self-Directed IRA LLC Operating Agreement.

wallstreet journal logo

“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.”

cnn money logo

“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.'”

Roth Solo 401(k) by IRA Financial Group

“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.”

1-888-472-0649 | info@irafinancial.com | © 2010-2018, IRA Financial Group

Free Consultation