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Setting up a Self-Directed IRA LLC

Self-Directed IRA LLC Set Up
2 Minute Read

Many of our clients ask how long the Self-Directed IRA LLC set up takes. At IRA Financial, we make the process quick and simple – in fact, we take care of the entire Self-Directed IRA LLC setup in a matter of days. Our tax and ERISA specialists are on-site and ready to work with you to design a structure that meets your tax and investment goals.

Self-Directed IRA LLC Setup Your Way

How do you want to handle the process? The entire structure can be taken care of by phone, email, regular mail, fax or on the new IRA Financial app. On the app, you can establish your plan, perform ongoing maintenance and make investments all in the palm of your hand. This will greatly reduce the set-up time of your Self-Directed IRA LLC. We encourage all of our clients to get started today!

If you would like to work directly with our tax and ERISA professionals, they will complete all necessary IRA rollover or transfer paperwork and assist you in transferring your funds to the new passive custodian so that your funds will be available for investment in a matter of days. Typically it takes anywhere between 7 and 21 days for your funds to be transferred to your new “Checkbook Control” Self Directed IRA LLC. Best of all, you will find that our fee for this service is significantly less than other companies that perform the same or similar services.

In general, we complete the IRA LLC facilitation aspects of the transaction within a few days, but the transfer of funds from one custodian to another can take additional time depending on the financial institution and the type of assets being transferred.

IRA Financial and Capital One

Our relationship with Capital One Bank further simplifies how you set up your structure. You no longer have to step into a bank to establish the bank account for your LLC. We take care of everything for you, such as completing the necessary bank opening documents. IRA Financial and Capital One are making it easier than ever to Self-Directed your IRA.

Get in Touch

Contact IRA Financial directly at 800-472-0646 if you have any questions, or fill out our contact form to speak with a tax and ERISA specialist.

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