HomeSelf Directed IRA LLC Flowchart

Self Directed IRA LLC Flowchart

 

Self Directed IRA LLC Flowchart

 

1. We will set up your Self Directed IRA LLC in the state of your choice, prepare the Operating Agreement and obtain the EIN from the IRS.

 

2. You will need to transfer funds (IRA, 401K, or SEP-IRA) from your Current Custodian (if they do not allow truly Self Directed IRA's) or 401K Plan Administrator to a  New Custodian that allows truly Self Directed IRA investments. We will provide you with an IRS approved custodian that allows truly self directed IRA's.

 

3. You will open a local bank account for the LLC at a local bank of your choice. We will provide you with the documentation (Articles of Organization, EIN, Operating Agreement) necessary to open the account.

 

4. You will then direct the Custodian to transfer your retirement  funds to your new Self Directed IRA LLC bank account.

 

5. You will issue a membership certificate to the Custodian who will hold the the membership interest on behalf of your IRA. The LLC is owned by your IRA.

 

6. You as the Manager of the Self Directed IRA LLC will select a suitable Investment for your Self Directed IRA LLC.

 

7. You as Manager of the Self Directed IRA LLC write a check from the LLC bank account to purchase the Investment.

 

7. The Investment is purchased in the name of your Self Directed IRA LLC. All income from the investment is paid to the LLC bank account. All expenses of the investment are paid from the LLC bank account

 

8. You as manager of the LLC have full control of the Self Directed IRA LLC funds and investments.

 



Call now to set up your turnkey Self Directed IRA LLC quickly, efficiently, and economically.  Please see "Set Up Your Self Directed IRA LLC" or call toll free:

 

Set Up a Self Directed IRA LLCClick to verify BBB accreditation and to see a BBB report.

 

 

Holiday Closing

Our office will be closed for the Memorial Day holiday from Friday May 25th thru Monday May 29th. We will re-open at 9:00 AM PST on May 30th.

Please have a safe and happy holiday!

Client Testimonials

(All testimonials on file)

Thank you for all your superb assistance today. I know I made a great decision in choosing the right firm and the right person by you demonstrating your expediency, accessibility, knowledge and competency throughout the first day. Once again “thank you”!

R. E. - Illinois

"I'm very satisfied with the service and guidance throughout the process of setting the self-directed IRA account."

M. D. - California

"You dealt with us kindly and efficiently and made a tough process fairly easy for a reasonable price."

D. M. - Pennsylvania

"I am very happy with all the services I received and ability to diversify my investments that was the main goal and benefit accomplished by using these services. Thank you!"

C. B. - Virginia

"I was very pleased with the handling of my self-directed IRA transactions by your firm, and I would not hesitate to use your services again in the future."

J. B. - Oregon

"Your company provided me with a "turn key" structure for getting my business up and running in a minimal amount of time! Thanks,"

M. W. - Tennessee

"All interactions with staff have been very professional, with helpful, knowledgeable, and timely handling of my and my other family members' Self Directed IRAS."

J.M. - Georgia

"....knows his business very well. He has steered me succinctly and well through the complicated steps of forming and optimizing my IRA."

J.L. - Connecticut

"SelfDirectedIra.org more than met our needs in setting up our LLC with great efficiency in time and expense. Excellent company that understands their business and the needs of their customers!!"

C. M. - Washington

"Many thanks for your prompt attention and service."

U.K. - New York

"Thanks for your top notch assistance!"

C.B. Attorney - Pennsylvania

"All has gone well setting up my IRA for self directed. Money is transfered, checking setup etc. BTW this has gone extremely easy - just as you stated."

D. B. - Wisconsin

"...thanks for the great service"

R. F. Attorney - New York

"Self Directed IRA is the best web site I have found for information regarding self directed IRA's. They provide a very good service for setting up the LLC and what to do after you have all the necessary documents. Thank You."

K.C. - New Mexico

"Thank You"

M. S. CPA - New York

"I greatly appreciate your assistance, and quick responses especially at this late hour."

R.W. - Alabama

"Thanks for the handholding throughout the process."

A.W. - North Carolina

"I can't thank you enough for your help over the past week. I couldn't have had a better guide through this process. I appreciate your time and efforts."

S.W. - Florida

"I am amazed how quickly you set this up...Congratulations and Thank You!"

P. O. - Connecticut

"Looks good...Thanks for your help"

S. P. - Arizona

"Great help...now I understand"

G. D. Tax Attorney - New York

"Very good ...Thank you for your help"

J. V. - Hawaii

"I rate this company as 5-star and definitely will recommend to others. Trustworthy!!!! ... thanks to Self Directed IRA LLC, you guys are awesome!" The above comment is from the bottom of my heart...this is my first time to do this kind of investments and you made it easy for me.

L. P. - California

"Thank you for your support"

S .F. - Pennsylvania

"Thank you for your quick action"

T. H. - Wisconsin

""The time frame to complete my transaction was actually shorter than anticipated. I was able to control my IRA quickly with minimal paperwork."

W.E. - Michigan ....more