Turnkey IRA Checkbook IRA Strategy Blog

Turnkey IRA
Strategy Blog

A Guide to Self-Directed IRA LLC Setup

A Guide to Self-Directed IRA LLC Setup

With a Single Member LLC within your IRA, you can do amazing things. That LLC’s checkbook is one your IRA controls, meaning you can write checks to make flexible, fast investments within your retirement account. And when you Self-Direct your IRA, you can invest in a huge range of different assets, including everything from real …

Checkbook IRA Rules and Regulations: Avoiding Costly Mistakes

Checkbook IRA Rules and Regulations: Avoiding Costly Mistakes

You may already know that a Checkbook IRA can be the most flexible way to invest retirement funds. With the stroke of a pen, you can put retirement funds into assets other retirement investors might not have access to. But with freedom comes some risk. If you’re managing your own account, you need to know …

How to Prepare IRA LLC Documents for Investment Management

How to Prepare IRA LLC Documents for Investment Management

Paperwork. It’s your favorite part of investing, right? Okay, maybe not—but doing paperwork properly does help you achieve peace of mind, efficient organization, and a properly setup retirement account. And when you have an LLC in your Self-Directed IRA to give you checkbook control with your investments, the paperwork can be the difference between versatile …

The Flexibility of a Self-Directed Roth IRA with Checkbook Control

The Flexibility of a Self-Directed Roth IRA with Checkbook Control

“Flexibility.” It’s a word you likely associate with gymnasts, not with retirement investing accounts. After all, many of us have the experience of using retirement accounts with limited options. And even if we have a Self-Directed IRA, we know that we still have to keep to a fairly strict set of retirement rules to make …

Critical Tips for Your First Checkbook Roth IRA

Critical Tips for Your First Checkbook Roth IRA

A Roth IRA. The power of the checkbook. The ability to make retirement investments when you want, where you want—within the rules of course. There are a lot of reasons to consider a Checkbook Roth IRA, but it ultimately comes down to this: do you want more retirement freedom? If so, a Checkbook Roth IRA …

A Guide to Self-Directed Checkbook Control

A Guide to Self-Directed Checkbook Control

Interested in opening a Self-Directed IRA? Then you probably know that this strategy is a great way to diversify a retirement portfolio beyond stocks, bonds, and mutual funds. There’s nothing wrong with those assets, of course—but maybe you want something more in your retirement account. That’s where Self-Directed Checkbook Control comes in—the ability to make …

How to Make a Checkbook IRA Work for You

How to Make a Checkbook IRA Work for You

What is a Checkbook IRA? It’s a retirement account in which you hold an LLC, allowing the checkbook’s control to revert to you, the owner. And with this style of investing, you’d be amazed at the level of freedom possible. You can invest in the full range of retirement assets—like real estate and precious metals—all …

Warnings Before Using a Self-Directed Checkbook Roth IRA LLC

Warnings Before Using a Self-Directed Checkbook Roth IRA LLC

Ever read the back of a bottle? “Warning: for best results, use this bottle as directed.” The wise consumer will heed those words for best results. Well, consider this post a form of that. Using a Checkbook Self-Directed Roth IRA LLC can do amazing things for your retirement account. But it won’t really work unless …

Start Your First Checkbook Self-Directed IRA LLC

Start Your First Checkbook Self-Directed IRA LLC

It’s a simple formula. Your IRA owns an LLC, which owns a checking account. This puts you, the IRA holder, in control of a checking account. And when you have a Self-Directed IRA—the kind that can own an LLC within it—then you have all sorts of options for legitimate retirement investing within that account. But …

Qs and As for Self-Directed Solo 401(k)s

Qs and As for Self-Directed Solo 401(k)s

The Self-Directed Solo 401(k) plan might sound complicated. And it can be. But that doesn’t mean that your approach to building your own 401(k) plan has to be complicated. In fact, if you ask and answer some basic questions, you’ll likely find that self-directing your own retirement account can be much easier than you imagined. …

The Steps of a Checkbook Self-Directed IRA LLC

The Steps of a Checkbook Self-Directed IRA LLC

Setting up something like a “Checkbook” Self-Directed IRA LLC can sound complicated. After all, you’re using an LLC within an IRA to establish checkbook control over a retirement account. It has to be a messy tangle of paperwork, doesn’t it? You’d be surprised. In fact, we often break it down into five simple steps—and these …

Ready to Learn More?

Get our free guide to self-directed IRA LLC, the most powerful weath building tool for your retirement.

By subscribing to SMS, you agree to receive promotional messages at the number provided. Consent is not a condition of purchase. Reply STOP to cancel. Message rates may apply.

Zero spam promise: we will never share or sell your information, period. Opt out of our communications at any time.