choosing investments 2Choosing Investments

Self Directed IRA LLC’s will give you a wide latitude in making investments. However, there are several areas that are prohibited investments. We provide a guide to prohibited investments that will assist you in making the correct decisions.

You probably have an idea what type of investments you would like to make in your Self Directed IRA. Make sure you keep an open mind and thoroughly investigate any offering that is made to you. It is important to check the “track record” of any investment opportunity to be sure it is legitimate and will not result in the loss of all your funds. The first rule of investing is to protect your principal funds.

WARNING: Beware of companies that will offer to set up your Self Directed IRA LLC at a seemingly bargain price and then offer you amazing “investment opportunities”. That is usually their primary business – selling the investments and they need captive “investors”.

 You will find many “exotic” investments that promise unbelievable returns that are precisely that – unbelievable. Avoid these investments like the plague. You will be better served over the long run by taking a conservative approach to your investments.

Investments are available in not only stocks, bonds and mutual funds, but also in real estate and other alternative investments. Real estate investments can either be directly in the purchase of real estate or by investing in mortgages and trust deeds. Investments in mortgages and trust deeds are more of a passive investment requiring very little in the way of management other than cashing your monthly check for the payment you are receiving. There are many mortgage and trust deed investment programs being offered. We recommend that you investigate the offerings carefully to determine the vehicle best suited for your investment strategy.

You must remember that you will now be in charge of selecting your investments and with that comes the responsibility of making prudent and careful decisions that will not jeopardize you retirement funds. Stay away from highly speculative investments such as stocks with little or no marketability such as penny stocks and the next hottest company. Avoid projects to be constructed or new businesses with little or no track record.

Sometimes the best investment is the one that allows you to sleep well at night without the anxiety of whether you will be able access your funds without a great deal of aggravation. There are a lot of individuals and companies that are seeking to separate you from your nest egg. Be extremely careful and be cautious. Investigate every opportunity and the people behind it .

Your IRA and 401k funds can also be used to acquire or start a business or franchise using our “IRA and 401K Business Financing Plan“.

Let us make it simple for you!…Call us now and you will have your Self Directed IRA LLC completely set up usually within 30 days….The hardest part will be making the call! Call us now!

Read what our customers have to say……


  • This has been a high-value experience. ….has been very responsive to questions and his delivery has exceeded my expectations – an unusual experience for today’s consumers.”Brian Springmann – Mont Vernon, NH

  • Actually, I want to thank YOU for setting me up with this LLC and for recommending the trustee.  This is by far the smartest thing I’ve ever done in my investment life. When I left my previous employer I rolled over my 401K, and since I had always contributed the max, it was a good chunk.  I’ve averaged over 9% annually, mostly through private lending. I’ve heard so many horror stories from people … custodians charging them a fee every time they want to make an investment, delays so long that the deal falls apart while the custodian micro manages every detail of the investment, etc.  So when people start whining about their self-directed IRA’s, I just say, “Well, you just didn’t do it the right way, that’s all!”.  And then I email them your contact info and the contact info for my custodian.”Matt Taylor – Weare, NH

  • Just wanted to write a note and thank you for your help in answering my many questions and then setting up my IRA LLC.  In spite of what I would considered a complicated process, you guided me through it with speed and efficiency. Your service has to be the easiest to work with.  You allowed me to purchase an investment property in time to get the great deal I was looking for and that alone justified the cost.  Please feel free to use my name or contact information if you need it.Thank you again”Doug Ness – O’Fallon, MO

  • I located Self Directed IRA LLC through the Better Business Bureau. They had 0 complaints over the past few years so I called them. I found their services to be excellent. My phone calls were always promptly answered or returned, and my questions answered clearly and thoroughly. All documents were sent quickly, and in about one month I had transferred my pension funds out of Wall Street, where they had been losing money consistently, and invested in a rental property which will net us at least 8% interest per year.I recommend them without reservation.”Douglas Booth,  Attorney at Law  – Santa Fe, NM

  • Thank you for all your superb assistance today. I know I made a great decision in choosing the right firm and the right person by you demonstrating your expediency, accessibility, knowledge and competency throughout the first day. Once again “thank you!Richard Ehlers – Hoffman Estates, IL

  • You more than met our needs in setting up our LLC with great efficiency in time and expense. Excellent company that understands their business and the needs of their customers!!”Carl NcNew – White Salmon, WA

  • I highly recommend IRA LLC to any body who is looking for help..very well knowledgable in the subject..very trust worthy.”Franklin Ajjarapu- Libertyville, IL

  • …… knows his business very well. He has steered me succinctly and well through the complicated steps of forming and optimizing my IRA.”

    Jonathan Lysenko – New Canaan, CT

  • I was very pleased with the handling of my IRA transactions by your firm, and I would not hesitate to use your services again in the future.”

    John Bagoy – Coquille, OR

  • All interactions with staff have been very professional, with helpful, knowledgeable, and timely handling of my and my other family members IRAS.”James Mynatt – Atlanta, GA

Call Now…We Make it Simple




Office Hours

9am – 5pm PST Monday-Friday