Grow your Retirement Portfolio, invest in Real Estate, Business and more, simple by writing a Check…
A Self Directed IRA LLC is made up of two parts:
- a Traditional or Roth Individual Retirement Arrangement (IRA)
- a Limited Liability Company (LLC)
With this investment platform in place, an individual account holder can completely control investments with increased flexibility and reduced operational costs as opposed to attempting to operate straight out of a custodial account.
The LLC Formation
The LLC is formed by filing Articles of Organization with the state in which the LLC is to be operated and is governed by the laws of that state. It is considered to be a business entity structure and, in essence, is a hybrid combining aspects of both a partnership and a corporation.
When the IRA is moved inside the LLC, it is afforded limited liability protections and authorizes the Manager (generally the IRA account holder) to set up a checking account that will be utilized for making investments. With the checking account, the Manager of the LLC can enter into contracts and agreements on behalf of the LLC.
Invest in Real Estate
In the case of real estate investments, the Manager can make an offer, negotiate the deal and handle the closing with the Title Company or with an Attorney, depending upon the state laws in force. Once the property is acquired, the Manager can handle administrative duties or may appoint a property manager.
We strongly believe in the asset protection afforded to the IRA account through the use of an IRA LLC. This is especially true when the structure has been designed by an attorney who specializes in ERISA law.
Should the LLC be sued, any liability is limited to the assets held within the company. The IRA account holder, and any other assets he/she may be holding outside the LLC, are completely protected.
Safeguard Financial sets up Self Directed IRA LLCs in all 50 states in accordance with all applicable state and federal law.
Learn More About Self Directed IRA Plans:
Your Next Step
For immediate analysis of your situation and the best strategy for your investment interests, call us today at 877-229-9763
“I’d like to take this opportunity to tell you how completely satisfied I am with your setup of my Self Directed Checkbook IRA.
I talked to two other companies before deciding to use you. You were clearly highly knowledgeable on this subject. I did have some “concern” about using a company I found via Goggle search, but my instincts told me your firm was the best choice. The setup process could not have been more professional or gone more smoothly. I was under a bit of a time crunch to meet a foreclosure auction date and you did a fantastic job.
I’ve already used the Self Directed IRA to purchase two investment houses; one at foreclosure auction, the other from Bank REO. I’m very happy I can use my IRA to take advantage of these Real Estate opportunities. I will also be using the Self Directed IRA for private secured lending, and already have one small loan in process.
Sure beats the bond funds I had part of my IRA allocated to…”
