Ongoing Assistance

    Self-Directed IRA LLC Support

    Ongoing help for the practical questions that arise when operating and maintaining your Self-Directed IRA LLC.

    Managing a Self-Directed IRA LLC can raise questions long after the LLC has been established. Our support plans provide continued access to experienced assistance with operational questions, documentation, administrative requirements, banking and transaction issues, and other practical matters related to managing your IRA LLC.

    Choose How You Want Help

    Choose the Help You Need

    Get focused help with a specific issue or keep experienced support available throughout the year.

    30-Minute Consultation

    $150

    One focused 30-minute consultation

    For a specific question or issue involving your Self-Directed IRA LLC. Get focused assistance during a scheduled 30-minute consultation without purchasing an ongoing support plan.

    • 30-minute consultation
    • One specific issue or group of closely related questions
    • Prepaid before scheduling
    • No ongoing support included

    Scope may include

    • — IRA LLC administration
    • — Documentation and operating procedures
    • — Banking or account-related questions
    • — Compliance processes
    • — General educational information about operating the IRA LLC

    Does not include

    • — Legal advice
    • — Tax advice
    • — Investment advice or recommendations
    • — Approval or endorsement of a proposed transaction
    Schedule 30-Minute Consultation

    Ongoing SDIRA Support

    From $299

    Support available when questions arise

    For clients who want continued assistance with the practical, administrative, documentation, banking, and operational questions that come up while maintaining a Self-Directed IRA LLC.

    • Continued access during the support term
    • Operational and administrative questions
    • Documentation and banking matters
    • Questions involving transactions through the IRA LLC
    View Support Plans

    1-Year Support

    $299

    12 months of support

    Automatically renews annually unless canceled

    Subscribe for $299

    2-Year Support

    $499

    2 years of support

    One-time payment

    Purchase 2-Year Support
    Get the Third Year Free

    3-Year Support — Best Value

    $598

    3 years of support

    One-time payment

    Purchase 3-Year Support

    Get answers when you need them without having to figure everything out on your own.

    What Your Support Includes

    • Operational questions regarding your Self-Directed IRA LLC
    • LLC documentation and administrative matters
    • Banking and account-related questions
    • Questions involving transactions through the IRA LLC
    • General practical assistance with maintaining and operating the LLC

    Who Is This For?

    Our support plans are available to existing Self Directed IRA LLC clients, former support subscribers who wish to reactivate support, and new clients who want ongoing assistance after their LLC has been established.

    Frequently Asked Questions

    Does support include legal, tax, accounting, or investment advice?

    No. Support is limited to operational, administrative, and practical assistance. We do not provide legal, tax, accounting, or investment advice.

    Can I renew my support if it has already expired?

    Yes. Simply select the support plan that works best for you and your support will be reactivated after purchase. Ongoing support assistance is available to clients with a current Support Plan.

    Does the 1-year plan renew automatically?

    Yes. The 1-year plan renews annually unless canceled before renewal.

    Do the 2-year and 3-year plans renew automatically?

    No. These are prepaid support terms. We will contact you near expiration with renewal options.

    Can I get help without purchasing an annual support plan?

    Yes. A one-time 30-minute consultation is available for $150 for clients who need assistance with a specific Self-Directed IRA LLC issue but do not require ongoing support. Consultations are limited to general operational, administrative, documentation, banking, compliance-process, and educational matters and do not include legal, tax, or investment advice.

    Keep Support Available When You Need It

    Choose the support term that works best for you and maintain access to experienced assistance for your Self-Directed IRA LLC.