When Should You Use an IRA/LLC or Checkbook Control IRA?

When Should You Use an IRA/LLC or Checkbook Control IRA?

One of the most common questions we receive from self-directed investors is:

Do I need an IRA LLC?

The answer depends entirely on what you are investing in and how you plan to invest.

For some investors, an IRA LLC can provide speed, flexibility, and greater control over investment activity. For others, it may add unnecessary complexity, cost, and compliance risk.

In this webinar, Mat Sorensen and Ashley Burr discuss when an IRA LLC makes sense, when it does not, and the key legal and compliance considerations investors should understand before setting one up.

In this webinar, we cover:

• What an IRA LLC is and how checkbook control works
• The investors and investments that commonly use IRA LLCs
• Situations where a standard self-directed IRA may be the better option
• Real estate, lending, private funds, and other common IRA LLC use cases
• How IRA LLCs are properly formed and funded
• Prohibited transaction risks and common compliance mistakes
• Questions investors should ask before creating an IRA LLC

Whether you are considering your first IRA LLC or determining whether one fits your investment strategy, this session provides a practical framework for making an informed decision.

At KKOS Lawyers, we help self-directed investors properly structure IRA LLCs with the legal documents, operating agreements, and compliance guidance needed to protect their retirement accounts.