This flow chart provides a visual representation of how our Self Directed IRA LLC is constructed.  The structure is the same, whether the investment platform is referred to as a Checkbook IRA, Real Estate IRA or Self Directed IRA LLC.

The Checkbook IRA process involves a transfer from one or more existing retirement plans to a new Self Directed IRA Custodian.

This custodial IRA then makes an investment into the special-purpose, IRS compliant LLC we establish. This creates an “investment holding company” owned by your IRA(s) and managed by you.

The LLC will have a business checking account, which you control – thus the term Checkbook IRA.  It is from this LLC bank account that you will pay investment expenses and into which investment returns are received.

You are able to participate in wide range of allowable investment transactions directly, without the delays and fees associated with investing directly from a custodial IRA account.

As your IRA LLC funds grow, you can continue to invest from this platform.

Additional contributions can be made to the Self Directed IRA Custodian and invested into the IRA LLC. Distributions are initiated via liquidations of LLC shares to the Custodian.