Self-Directed IRA LLC – Establish your Checkbook Control LLC

by Retirement Advisor | Jan 21, 2023 | Self Directed IRA

Discover the steps on how to establish your self-directed IRA LLC:
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To establish a self-directed IRA is easy. First decide which option you want:

1. Custodian Control: Good structure if you are making very few transactions with your investments. You have a flat annual fee. No establishment fee for an LLC.

2. Checkbook Control: Good structure if you need limited liability protection. It’s best for investors who want more control over their retirement funds and investments.

From there, you transfer/rollover your money from your current custodian to the new self-directed IRA custodian so you can begin making traditional and non-traditional investments. At IRA Financial Group, our IRA specialists will help you throughout the entire process.
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Adam Bergman founded IRA Financial Group and IRA Financial Trust. Prior, he was a tax attorney at some of the largest law firms in the country, including White & Case LLP. He’s written 7 books on the taxation of Self-Directed IRA and 401(k) plans and is a frequent contributor to Forbes.com as well as a member of the Forbes Finance Council. IRAFG was founded to help educate Americans about self-directed retirement investments, empowering them to gain control over their funds.

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