Self- Directed IRA LLC

The IRA LLC can be invested in alternative investments such as real estate and notes by writing a check.

Quick facts

Participants
Those who want to manage and place their own IRA investments.


Contributions
$5,500 ($6,500) if you’re age 50 or older), or your taxable compensation for the year, if your compensation was less than this dollar limit. The IRA contribution limit does not apply to rollover contributions.


Transfers/Rollovers
Former employer funds and existing IRAs may be transferred to a self-directed IRA which is then invested in an LLC that you manage. Contributions can’t exceed 100% of compensation.


Checkbook Control
A self-directed IRA LLC is manager managed as opposed to member managed. As such, as the named LLC manager, you are in full control over placing the LLC IRA investments in any investment not prohibited under the IRS regulations. IRA LLC investment purchases are generally made by writing a check from the LLC checking account and processed in the name of the LLC


Investment choices
Besides still retaining option to invest in equities (stocks and mutual funds), since 2002 the self-directed IRA owned LLC has steadily grown in popularity as the common form of business for placing real estate purchases in addition to tax liens, precious metals, trust deeds and private company shares, to name a few.


Eligibility
No age or income restrictions.


Account service fees
For pricing, click here.

Why choose My Solo 401k Financial

Save money

We have been in business since 2009.  Our team is led by our Founder/Compliance Officer Mark Nolan and George Blower (attorney, Harvard Law).  Mark has over 18 years experience in the industry and together they have over 30 years of experience.  We have helped thousands of individuals take control of their retirement accounts.

Pristine reputation

The entire My Solo 401k Financial team works very hard to maintain our Pristine Reputation with no negative reviews! We are grateful that our customers and others have recognized our experience, expertise & customer service in selecting us over other options that are available to them. We have received “5-Star” & “A plus” ratings from the Better Business Bureau (BBB) and have never received a single customer complaint served against us as confirmed by the BBB. See our Yelp page where we have received 100% 5-star ratings for all customer reviews.

Customer service-we make it easy

We emphasize education and full-service so you feel confident and at ease with your retirement savings.

We are here to help

We can provide all the help you need to set up your IRA LLC. Call us at 800-489-7571.

MENU