Existing Client Services

    IRA LLC Document & Compliance Services

    If we formed your Self-Directed IRA LLC in the past, you may want to update your LLC documents or review your current state filing status.

    We are offering the following optional services to existing clients.

    Updated IRA LLC Operating Agreement

    $300

    We will prepare our current Self-Directed IRA LLC Operating Agreement for your existing IRA LLC.

    PURCHASE OPERATING AGREEMENT

    LLC Compliance Review

    $300

    We will review your LLC's current state filing status and basic company information to identify items that may need attention.

    PURCHASE COMPLIANCE REVIEW
    SAVE $100

    Operating Agreement + Compliance Review

    $500

    Receive both the Updated IRA LLC Operating Agreement and LLC Compliance Review.

    PURCHASE BOTH — SAVE $100

    Not sure which service you need?

    Call us at 1-800-936-0872.