IRA/LLC Entities

YOU CAN TRULY CREATE AN LLC OWNED BY YOUR IRA, 401K, ROTH, SEP, SIMPLE, KEOGH AND EVEN YOUR HEALTH SAVINGS ACCOUNT!!

There are many excellent Self-Directed IRA custodians that can set-up your account and allow you to invest in a whole host of investments. HOWEVER, there are very, very few lawyers that understand the prohibited transaction rules and know how to set up an LLC that qualifies as an “IRA/LLC”. AN IRA/LLC is a company that is owned by your retirement plan that allows you to:

– Combine various retirement accounts and non-retirement funds into one company. The Attorneys and CPAs at KKOS Lawyers have been drafting LLCs and Corporations for all sorts of Retirement Plans for nearly 10 Years!!

CALL NOW for a free 15 minute consultation with an actual Attorney that can explain the service and YOU can interview to make sure you are comfortable with our education, experience, service and most importantly our personality!! WE ARE HERE TO HELP YOU SUCCEED and SAVE TAXES!!

435-586-9366

This could be the most important phone call you make to build your retirement and save taxes!

  • Give you ease of control and administration
  • Provide increased asset protection for your personal assets if your investment goes bad in your retirement plan (REMEMBER- someone is liable for the management of your IRA’s transactions!! Make sure it isn’t you!!)
  • IRA Custodians CANNOT give you legal advice or guidance on the set-up of your LLC. YOU are liable if you violate prohibited transactions- Read your custodian’s fine print!
  • KKOS Lawyers designs your LLC to comply with IRS, ERISA and DOL regulations.
  • You can’t simply design your own LLC Operating Agreement and expect it to comply with all regulatory requirements and your custodian’s compliance department.
  • KKOS Lawyers gives you a Memorandum of Law explaining how you operate the company and how to avoid prohibited transactions.
  • What happens if laws change in regards to Self-Directed Retirement Plan LLCs?
  • KKOS Lawyers sends out an annual notice of compliance guidelines you need to follow and changes to be aware of.
  • It doesn’t have to be expensive to set up an LLC for your Retirement Plan!
  • KKOS Lawyers can set up most IRA/LLCs at a cost of $800 to $1,500, AND your Retirement Plan can pay the bill!