IRA/LLC (Checkbook Control)
Give your self-directed IRA a dedicated LLC structure for greater control over alternative investments.
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Priced by what you actually have.
The Deliverables
Up to 1 Hour With an Attorney
Review your planned IRA/LLC investments and self-directed retirement-account questions.
Up to 1 hour of attorney consultation.
Establish the IRA-Owned LLC
We prepare and file the LLC used for the checkbook-control structure.
State LLC formation.
Establish the LLC With the IRS
Receive the federal tax ID for the company.
IRS EIN.
Use Retirement-Specific Governing Documents
Receive an Operating Agreement designed for ownership by a retirement account.
IRA/LLC Operating Agreement with retirement-account provisions.
Complete the Company Records
Receive the organizational documents needed for the LLC.
Applicable company records and minutes.
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.
Start with a conversation.
A free 15-minute call with a client coordinator, or go straight to a working session with a partner-level attorney. Either way, you leave knowing the next step.