How to Set Up a Self Directed IRA LLC

In order to set up a Self Directed IRA LLC you will need to complete the following steps:

 

  1. Form a Limited Liability Company
  2. IRA LLC Operating Agreement
  3. Obtain an EIN
  4. Self Directed IRA Custodians
  5. Transfer funds to new Custodian
  6. Purchase Membership in LLC
  7. Open LLC bank account
  8. Issue Membership Certificate
  9. Managing your IRA LLC
  10. Choosing investments for your Self Directed IRA LLC

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I set up a Self Directed IRA LLC 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

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