Establishing Self-Directed IRA LLCs Nationwide Since 2005
Self-Directed IRA LLC Formation
With Checkbook Control
Avoid custodian delays. Form an IRA LLC to invest in real estate, private lending, and alternative assets with true checkbook control.
Speak With An IRA Specialist
The Power of an IRA LLC
Forming a specialized LLC for your IRA unlocks a world of high-yield alternative investments without the friction of traditional custodians.
Important Custodian Information: Not all IRA custodians permit the full range of alternative investments available to self-directed IRAs. Some custodians limit investments to publicly traded securities or products available through their own platform. If your current custodian does not accommodate the alternative investment you intend to make, a transfer to a custodian that supports that type of asset may be necessary. We can assist you in identifying an appropriate custodian if needed.
Real Estate Investing
Purchase residential rentals, commercial properties, raw land, and tax liens directly from your LLC checking account.
Private Lending
Act as the bank. Issue hard money loans, promissory notes, and mortgages with high interest rates back to your IRA.
Zero Asset Fees
Eliminate per-asset and transaction fees charged by traditional custodians. Your returns stay in your retirement account.
Instant Execution
Write a check or wire funds instantly. No waiting for custodian approval when a time-sensitive investment arises.
True Diversification
Beyond real estate, your IRA LLC can invest in Cryptocurrency, Precious Metals, Private Equity, and Joint Ventures. Build a portfolio that truly reflects your expertise and market outlook.
What's Included in Your Self-Directed IRA LLC Formation
Every Self-Directed IRA LLC formation includes the documents, filing, setup assistance, and support needed to get started properly.
- Full LLC setup and filing in the State of Your Choice
- Preparation and state filing of Articles of Organization*
- Customized Self-Directed IRA LLC Operating Agreement compliant with IRS regulations
- Official LLC Record Book with Membership Certificates, Seals & Binder
- Obtain Federal Employer Identification Number (EIN) from the IRS
- Coordinated setup with IRS-approved IRA Custodians**
- Direct phone and email consultation with experienced setup specialist
- Access to private client portal for document management
- First Year Registered Agent Service
- 1 Year Support
*Plus State Filing Fee
**Custodian setup and annual administration fees charged directly by approved IRA custodian.
The Formation Process
Entity Formation
We register a specialized LLC in your chosen state with Articles of Organization tailored for IRS compliance.
Operating Agreement
We draft a custom IRA LLC Operating Agreement that strictly adheres to prohibited transaction rules.
Custodian Integration
We help you open a self-directed account with an IRS-approved custodian and fund your new LLC.
Checkbook Control
Open a local business checking account for the LLC. You are now ready to invest directly as the manager.
Client Perspectives
Reflections from investors who have taken control of their retirement.
"I wanted to write a review of my experience with Tom as I too rely on reviews from others whenever making these types of decisions. I have been extremely pleased with the service Tom has provided and I'm writing this review 1 year after hiring Tom. I did plenty of research prior to selecting a provider and I chose Tom as he was very straight forward, knowledgeable, and not the least bit "salesy"... I would certainly recommend Tom and his services to anybody in need."
Pablo Del Castillo
Fruit Heights, UT
"When researching how best to move forward in setting up a self directed IRA, I found this site and read the testimonials. Those notes made me decide to use Self Directed IRA to help me set up mine. Now I am adding my testimonial to the list. I worked with Tom Walker, who was extremely helpful and always available when needed. His assistance and guidance made it easy to set up and manage. I highly recommend self directed IRA for anyone considering this investment choice."
Rob Phillips
Quincy, MA
"I set up a SDIRA with the help of Tom Walker. I was very pleased with the service he provided, his prompt responses to any questions and step-by-step help when needed. He is a professional who is respectful, patient and knowledgeable. I would recommend him without reservation."
Rose Marie Tantillo, Attorney
Petaluma, CA
Start Your Self-Directed IRA LLC
Take control of your retirement investments with a properly structured IRA LLC. Complete your order and select your formation state to begin.
Get StartedTake Action
Speak With a Specialist
Every investor's situation is unique. Speak with a Specialist to discuss your investment goals, understand IRS regulations, and determine if an IRA LLC aligns with your strategy.
Direct Access
Speak directly with seasoned professionals who have established thousands of compliant structures since 2005.
Compliance Focused
Understand the nuances of prohibited transactions to ensure your retirement account remains secure and fully compliant.
Direct Inquiries
1-800-936-0872