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Self Directed IRA Process

"Out of intense complexities, intense simplicities emerge." - Winston Churchill -

The flow chart is a good visual representation of how the rollover process works.  Current retirement funds are moved to a new Self Directed account with a Custodian.  Although not required, for added legal protection and flexibility, you may then want to set up a Limited Liability Company (LLC). When properly structured, the LLC offers the ability to access funds quickly for investment into a variety of choices such as Real Estate, including foreclosures and tax liens, Financial Paper...that would include business loans, mortgages and promissory notes. 

Then there's Private or Public Stock or a variety of other investments.  If you intend to tap your retirement funds for a business startup or a franchise or to use for working capital in an existing business, you will want to set up a new C Corporation and Self Directed 401(k) Plan.  This is the legal structure we used to fund the startup for IRA123. 

If you're not sure which legal structure will suit your investment needs, please fill out the brief form below to access the FREE advisory service.  There's never a charge or any obligation for simply asking questions.  We want you to be fully informed and able to make good choices.  After all, no one cares more about your future than you.

Call toll-free 888-808-7687 or fill out the brief form below for more information.