Self Directed IRA LLC

Can YOU fund a comfortable retirement?

Self Directed IRA LLC with Checkbook Control

A Self Directed IRA LLC can assure that you have enough money for a comfortable worry free retirement.

With a Self Directed IRA LLC you determine how, when and where your retirement and pension plan funds are invested.

 

Why a Self-Directed IRA LLC?

There is an emerging and growing trend among smart and savvy individual IRA) and 401k owners….investing their retirement funds in a Self Directed IRA LLC with checkbook control and using the LLC to purchase investment choices such as:

  • Real Estate
  • International Real Estate
  • Businesses
  • Trust Deeds and Mortgages
  • Tax Liens
  • Precious Metals
  • Private Offerings
  • Private Equity
  • Private Placements
  • Limited Liability Companies (LLC’s)
  • Franchises
  • Hedge Funds
  • Stocks, Bonds, Mutual Funds
  • Foreclosures
  • Fix and Flips
  • Crowd Funding
  • Factoring
  • Farmland
  • Cryptocurrency
  • Notes

…and much, much more!

You can participate in this trend by setting up your own truly Self Directed IRA LLC with Checkbook Control

To set up and make investments from your own Self Directed IRA LLC

  • Form a Limited Liability Company (LLC) in the state of your choice.
  • Prepare an Operating Agreement that meets the specific requirements for a Self Directed IRA LLC.
  • Open a Self Directed IRA account with an IRA Custodian that permits truly self directed investments.
  • Fund your new Self Directed IRA account or transfer funds from your existing retirement account.
  • Direct your new Self Directed IRA custodian to make an investment in the LLC.
  • Find a suitable investment vehicle that you wish to invest in.
  • Purchase the investment in the name of the LLC.

By using this simple method your Self Directed IRA LLC can invest in real estate and other investments without the red tape and administrative fees normally involved when using your IRA to directly make an investment.

By using the LLC to make the investment …you as the manager of the LLC will then have checkbook control of your investments.

When you have an investment you want to purchase…all you need to do is to write a check from your LLC bank account to purchase the investment product in the LLC’s name.

There are no approvals necessary from your custodian. There is no time delay awaiting approval from your custodian.

How Do You Set Up a Self Directed IRA LLC?

Self Directed IRA LLC, the nations premier provider of IRA LLC’s, handles all aspects of setting up your Self Directed IRA LLC including:

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Preparing and filing the Articles of Organization for your LLC with the state of your choice.

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Providing a Customized Operating Agreement for your LLC that meets the requirements of the Internal Revenue Service for a Self Directed IRA LLC

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Providing you with the LLC Record Book which includes the binder, membership certificates, minutes, seals, transfer ledger.

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We obtain the Tax Identification Number (TIN/EIN) for your LLC from the Internal Revenue Service which you will need to open the LLC bank account at a bank of your choice.

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Providing you with access to the most economical IRS approved IRA Custodians and co-ordinate your account set-up with the custodian.

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Providing you with phone and email support and 24/7 online support for any questions and assistance you require.

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A complimentary subscription to our SDIRA Member Community (up to $297 Value depending on plan selected).

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Choose the Plan that best fits your needs: Basic, Standard or VIP

Self Directed IRA LLC is Better Business Bureau Accredited Business with an A+ Rating since 2008

Self Directed IRA LLC FAQ

How much time does it take to implement this strategy?
That depends upon how long it takes your current IRA Custodian to transfer your funds to your new IRA Custodian. Some are fast some are slow. The entire process should take 2 to 4 weeks.
Must I form my LLC in my state of residence?
No, you can use most any state you prefer. Nevada, Arizona and Florida are popular options. You can form an LLC in a state without residing in it.
Must I have a custodian for my IRA?
Absolutely, all IRAs are required to be held by a IRA Custodian approved by the IRS. Only a few of these allow truly self-directed IRAs
Can I co-invest with the IRA of my spouse or other investors?
Yes, both IRAs can be owners of the LLC, in fact so can other individuals and entities as long as the other owners are not disqualified persons. This is very useful for large investments
Can my LLC purchase real estate I already own?
No, not without filing for an exemption. Property that you or a disqualified person has ever owned is not eligible to be purchased by your LLC since this would be a prohibited transaction,
How do I know this is legal?
Discuss this strategy with your tax advisor. If he is unfamiliar with it have him consult resources such as The Journal of Taxation, the Journal of New York CPA’s and Trust and Estates magazine and other resources used by tax attorneys and PAs.

You can also see Section 408 of the Internal Revenue Code. Also see Swanson vs. Commissioner

Is this a new law?
No. It has been allowed for many years. Few people seemed to know about this option – or even care – until the stock market began to decline. Financial institutions, meanwhile, had little incentive to recommend something other than stocks, bonds or mutual funds, since these provided a source for their fees. Section 408 of the Internal Revenue Code permits individuals to use a Self-Directed IRA to purchase real estate investments such as commercial property, condominiums, residential property, international real estate, mortgages, trust deeds, real estate contracts, private placements, limited partnerships, limited liability company’s (LLC’s), and many other types of investments with retirement funds held in many common forms of IRA’s, including 401k’s, Traditional IRA, Roth IRA, and Simplified Employee Pension Plan or SEP-IRA. (see IRS Publication 590 Individual Retirement Arrangements). Also see Swanson vs. Commissioner .
What type of retirement accounts can I move into a Self Directed IRA LLC?
Any retirement account that allows a transfer to a traditional IRA including 401k plans, a traditional IRA, a Roth IRA , and a Simplified Employee Pension plan, or SEP-IRA.

Client Testimonials

We believe the most important part of any sale is the support you receive after the initial setup of your LLC.

We provide ongoing support and assistance to you for any questions that may arise after your setup. We include a subscription to our Member Community where you can interact with other members asking  questions and providing answers. Learning how to manage your LLC. Finding opportunities to invest and/or providing financing, and much much more!

Read our Client Testimonials to see what real people are saying about us…we are sure that you will realize it isn’t just about the sale…we provide the kind of support you need after the sale to make your decision to set up a Self Directed IRA LLC successful and worry free.

 

Tom Walker has character and Integrity you don’t find these days,as I have looked for the last six months where and how to park a large chunk of cash after working twenty years in the county hospital in Miami, Florida.His patience and wisdom in listening to me far out weighed his own goals.Even when I got cold feet, his knowledge and understanding guided me through the intense process of fear of the unknown in securing my future. I would highly recommend Mr.Walker to anyone who needed truth in an unknown arena looking for safety

Robert Morbach

Miami, FL

I highly recommend any person who wants the independence and freedom of controlling their own finances to have Self Directed IRA create a Business Plan for you and break the chains of the ordinary investing vehicles out there. They are always available for questions answering and support, even after the services ended.

Thank you again for your continued trusting relationship.

With Warm Regards,

Cynthia Cook

Newport Coast, CA

There is only one word to describe Tom Walker and Self Directed IRA LLC and that is Awesome! Tom made everything go smoothly and was always available to answer all of my questions no matter how many times I called. I would recommend Tom and Self Directed IRA LLC to anyone who wants to take control of their retirement account.

Thanks Tom

Mel Shaver

Mission Viejo, CA

 Call Now ….We Make it Simple!

1-800-936-0872

Self Directed IRA accepts Visa, MC, Amex and Discover

Self Directed IRA is rated A+ by the BBBSelf Directed IRA 100% Satisfaction Guaranteed

Office Hours

9am – 5pm PST Monday – Friday

The information contained on this website has been supplied as general information. We do not provide investment, legal or accounting advice. We recommend that you seek advice from a qualified local investment, accounting or legal counsel.

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