Self-Directed IRA Annual Compliance Service

IRS tax rules and guidelines change annually. IRA Financial ensures your Self-Directed IRA structure remains compliant and respected by the IRS.

Premium compliance service is FREE for the first year.

Self-Directed IRA

$ 299 Annually
  • Unlimited Self-Directed IRA tax & consulting services for 12 months from date of invoice
  • Unlimited help with completing investment documents
  • Free full-service SDIRA for your child or grandchild until he/she turns 18
  • Expedited IRA support
  • Access to exclusive webinars
  • Free copies of self-directed retirement books by Adam Bergman

Self-Directed IRA LLC

$ 299 Annually
  • Completion of IRS Form 1065 & 990-T by our registered IRS professionsals
  • Unlimited Self-Directed IRA tax & consulting services for 12 months from date of invoice
  • IRA LLC operating agreement legal updates
  • Free full-service SDIRA for your child or grandchild until he/she turns 18
  • Serve as IRA custodian-required "transaction reviewer"
  • Expedited IRA support
  • Access to exclusive webinars
  • Free copies of self-directed retirement books by Adam Bergman
Annual Compliance Charts 3

Our annual Premium Compliance Service has been upgraded and reduced from $500 to $299. If you were a premium compliance client, your service will automatically be converted to the new pricing.

Self-Directed IRA Compliance

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