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Services with the Self-Directed IRA LLC Structure

Self-Directed IRA LLC Services

Self-Directed IRA LLC Services vary on which IRA custodian you use to establish the plan. At IRA Financial Group, we provide Full Self-Directed IRA LLC Services and Custom Retirement Solutions for significantly less than any company in the industry!

Annual Clients Self-Directed IRA LLC Services

As an annual client, we provide a one time low fee that includes the following Self-Directed IRA LLC Services:

  • Establishment of LLC including Filing Fees
  • Filing LLC Articles of Organization with the state
  • Establishment of Self-Directed IRA including set-up fees
  • Drafting of customized Self Directed IRA LLC Operating Agreement
  • Drafting of customized Self Directed IRA LLC Subscription Agreement
  • Free consultation with in-house retirement tax professional on the Self Directed IRA LLC structure and prohibited transaction rules
  • Assistance with the transfer of funds to an FDIC insured IRA Custodian
  • Assistance in the establishment of business bank account
  • Assistance in completion of documents to transfer funds to LLC
  • Free tax consultation on the UBTI and UDFI rules

Our self-directed plan offers clients:

  • The same tax advantages as a traditional IRA, so all investments flow back to your plan tax-free
  • Investment Freedom to invest in alternative assets you know and understand, such as real estate, precious metals, private businesses and also traditional investments
  • Limited Liability with the LLC
  • Strong creditor protection, as Self-Directed IRAs are generally protected up to $1 million in the event of personal bankruptcy
  • The ability to make investments quickly with checkbook control

You can learn more about the Self-Directed IRA LLC in our self-directed service page.

How to Get Started

Retirement investors who wish to invest in more than stocks, mutual funds, ETFs, etc. can get started with the Self-Directed IRA with IRA Financial Group. You can reach out to our specialists by phone, email, fax, regular mail or through the free IRA Financial app.

With the IRA Financial app, you can establish your plan, perform transfers/rollovers, basic maintenance and make investments all in the palm of your hand. The app makes self-directing your plan easy, secure and cost-effective. Get started today by downloading the IRA Financial app in the App Store or get in Google Play.

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