What type of Services do you provide with the Self Directed IRA LLC structure?
Our one time low fee includes the following services:
- Establishment of LLC including Filing Fees
- Filing LLC Articles of Organization with the state
- Establishment of Self-Directed IRA including set-up fees
- Drafting of customized Self Directed IRA LLC Operating Agreement
- Drafting of customized Self Directed IRA LLC Subscription Agreement
- Free consultation with in-house retirement tax professional on the Self Directed IRA LLC structure and prohibited transaction rules
- Assistance with the transfer of funds to an FDIC insured IRA Custodian
- Assistance in the establishment of business bank account
- Assistance in completion of documents to transfer funds to LLC
- Free tax consultation on the UBTI and UDFI rules
IRA Financial Group will take care of everything. The whole process can be handled by phone, email, fax, or mail. Our expert tax and ERISA professionals are on site greatly reducing the set-up time and cost.
Why are your fees so affordable?
The IRA Financial Group was created by a group of former tax and ERISA professionals who worked for a number of the largest law firms in the country like White & Case LLP, Dewey LeBoeuf LLP, and Thelen LLP.
When choosing the IRA Financial Group, you will have direct and unlimited access to our in-house tax and ERISA professionals. Each client of the IRA Financial group is assigned a retirement tax professional in order to ensure that the tax structure established is in compliance with IRS rules.
Our in-house tax and ERISA professionals will take care of setting up your Self-Directed IRA LLC. Our tax and ERISA professionals are onsite greatly reducing the setup time and cost. You will find that our fee for this service is significantly less than other companies that perform the same or similar services.
Do I have to pay your entire fee for the Self Directed IRA LLC structure upfront to get started?
No. We take only a small deposit to cover State LLC filings fees and disbursements so that we can immediately get started on the completion of the IRA rollover or transfer paperwork. Our one time low fee is paid at the end of your process once your IRA funds are transferred to your LLC checking account.