
Invest the solo 401k in an LLC
Transfer the solo 401k LLC in-kind to a Self-Directed IRA
- Registration of LLC (note that our $800 fee does not cover the LLC registration fee charged by the secretary of state)
- Obtaining EIN for the LLC
- Preparing the Solo 401k LLC Operating Agreement
- Update of LLC operating agreement to list the self-directed IRA as the member
LLC Business Name (please provide 3 names in case name is already taken):
The name must contain the words limited company or limited liability company or the abbreviation L.C., LC, L.L.C. or LLC.
- LLC Name Preference 1:
- LLC Name Preference 2:
- LLC Name Preference 3:
LLC Manager’s Address (generally your home address):
- Physical Address (cannot be a PO Box):
- LLC Manager’s name (your name):
- Registered Agent name (this is usually you):
- Registered Agent’s phone number:
- Registered agent’s address: