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03 · Self-Directed
Checkbook Control Structure
For multi-member IRA/LLCs and Series structures. More moving parts means more ways to trip a prohibited transaction, so the drafting has to be right the first time.
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What's Included
The Deliverables
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Often Paired With
What clients add next.
The pieces work together. Here are the services most clients engage alongside this one, and the ones we recommend they consider.
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