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Asset Class
Establish an LLC/entity, fund it with your retirement dollars, and fulfill investments yourself. As the account holder, you have “checkbook control” over the LLC funds, and thus checkbook control of your tax-advantaged funds.
At a Glance
With checkbook control, you don’t have to coordinate individual transactions with your custodian.
A Checkbook IRA affords a greater degree of flexibility but also warrants more responsibility on the part of the investor. When investors have direct access to their retirement funds, there is an increased risk of performing a prohibited transaction.
Choose the account that’s right for you, and complete your online application in 15 minutes or less.
Prepare your self-directed account for launch by financing your account via contribution, transfer, or rollover.
Establish your account-owned LLC, fund the LLC, name yourself as manager, and open a checking account.
Other Investments
With a Checkbook IRA/LLC, you have the freedom to invest your tax-advantaged retirement funds in the assets you’re most passionate about.
From start-ups to small businesses, if you can find it, we will help you fund it.
Education Center
