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Discover the Importance of a Self-Directed IRA LLC Agreement

A Self-Directed IRA LLC Agreement is the core document to resolve issues regarding the LLC. It is the most important document for your Self-Directed LLC. With IRA Financial, your Self-Directed LLC Agreement will be drafted by our experienced tax professionals.


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Why Choose IRA Financial

Self-directed IRA clients at ira financial group

12,000+ clients

IRA Financial Group’s tax and ERISA specialists have helped over 12,000 clients self-direct their IRA and invest over $3 billion in alternative assets.

7 books

Founder of IRA Financial Group and former tax and ERISA attorney, Adam Bergman has published seven books on Self-Directed IRAs.

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

Benefits of Self-Directed IRA LLC Agreement

Self-directed IRA LLC agreement

Self-Directed IRA LLC Agreement

A standard LLC operating agreement doesn’t meet the requirements of a Self-Directed LLC. However, a Self-Directed IRA LLC Agreement includes special tax provisions for investment retirement accounts and prohibited transactions, along with special management provisions.

Self-directed IRA LLC definition

Self-Directed LLC

A Self-Directed LLC is a retirement account where the investor oversees all investment decisions. Start investing in alternative assets, like real-estate and cryptocurrency, as well as traditional investments.

Self-directed IRA LLC checkbook control

Checkbook Control

A Self-Directed LLC gives you “checkbook control.” You’re in charge of all investment decisions. This means no custodian consent is necessary and you don’t have to pay high custodian fees.

Self-directed IRA LLC operating agreement

The Operating Agreement

You can draft your Self-Directed IRA LLC Agreement by yourself, or you can hire an attorney to do it for you. By hiring an attorney, you ensure that the agreement is drafted correctly. You also need name your operating agreement. This differs by state. You can ask your attorney or review the state statutes.

Self-directed IRA LLC agreement by state

Choose the Right State

Every state is different when opening your Self-Directed LLC. Transfers, rollovers and contributions are a few elements that differ with each state. You will need to choose the state that meets your investment needs.

Self-directed IRA LLC agreement ira custodian

Find the Right Custodian

Choosing the right Self-Directed LLC custodian is an important step. At IRA Financial, we fully understand the IRA LLC strategy. Unlike most custodians, we give you the option of checkbook control to control your investments. Talk to a specialist today to learn more about the Self-Directed IRA LLC Agreement.

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“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.”

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“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.'”

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“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.”

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