Self-Directed IRA LLC
The main advantage of the Self-Directed IRA is the ability to invest in alternative assets, including real estate, precious metals, private business, cryptocurrency, and so much more.
IRA Financial “literally” wrote the book on the Self-Directed IRA LLC. Our founder, Adam Bergman, Esq, has written 8 books on self-directed retirement plans and over the last 15+ years has helped over 24,000 self-directed clients invest over $3.2 billion in alternative assets. IRA Financial is the leading provider of Self-Directed IRA LLC “checkbook control” solutions. Our expertise and experience in designing checkbook control IRA solutions is unmatched.
IRA Financial’s Self-Directed IRA LLC solution is specifically designed and customized for each type of investment. Whether it is real estate, private equity, venture capital, hedge fund, private business, cryptos, precious metals, hard money loans or much more, our self-directed tax experts will work with you to design the perfect solution for your IRA investment, including tax optimization, Roth maximization, and UBTI protection. Additionally, IRA Financial is the only self-directed retirement company that provides annual consulting, IRS tax reporting/filings, BOI FinCEN reporting, and full IRS audit guarantee.
Why Go "Checkbook Control?"
A Self-Directed IRA LLC with “checkbook control” is essentially an IRA that allows for alternative asset investments, such as real estate, through the use of a special purpose LLC. An LLC is created and owned by one or more IRAs and managed by the IRA owner.
Is the Self-Directed IRA LLC Right for Me?
The Self-Directed IRA LLC with “checkbook control” has become the fastest growing self-directed retirement solution. It is the perfect retirement or investment vehicle for anyone looking to use his or her IRA to invest in non-publicly traded securities like real estate, investment funds, or private business stock, and wishes to gain limited liability control, privacy, and greater flexibility. In addition, using a Self-Directed IRA LLC will allow you to gain the ability to invest in almost anything you want, diversify your retirement assets, hedge against inflation, plus generate tax-free income and gains.
The IRA Financial Advantage
See for yourself why IRA Financial is one of the leading providers of Self-Directed IRA LLC with “Checkbook Control” solutions in the country:
- Customized Self-Directed IRA LLC design for your investment
- Flat annual fee
- No transaction or asset value fees
- No wire of check fees
- Personalized IRA & 401(k) rollover support
- IRS tax reporting, including IRS Forms 5498 & 1099-R
- Self-Directed IRA IRS audit guarantee
- BOI Reporting with FinCEN
- LLC IRS tax filing (Form 1065) and UBIT tax filings (Form 990-T)
- Free Roth IRA conversions
- Free RMD support
- Free tax research on Self-Directed IRA topics
- One-on-one tax consultation on UBTI and UDFI rules
- Free access to our educational webinars, podcasts and newsletters
Unlimited Investments for your Self-Directed IRA LLC
Invest quickly & tax free!
