ASSET CLASS

Checkbook IRA/LLC

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

What should you know about Checkbook IRAs/LLCs?

Less Custodial Involvement

With checkbook control, you don’t have to coordinate individual transactions with your custodian.

Higher Investor Responsibility

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.

How to start a Checkbook IRA/LLC

OTHER INVESTMENTS

The world is your portfolio

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

Want to learn more about a Checkbook IRA/LLC?