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Checkbook IRA LLC

Take Ultimate Control Of Your IRA Money With A Checkbook IRA LLC

The Checkbook IRA LLC structure is similar to the one you may already be familiar with when using a traditional Limited Liability Company (LLC) as an investment holding company.

The main difference is the ownership structure. The 100% member of a Checkbook IRA LLC is your Vantage Self-Directed IRA, instead of you as an individual, yet you maintain the same tax-advantaged investment environment your IRA enjoys.

Additionally, the Checkbook IRA LLC is limited as to whom it can and cannot conduct business with based on the IRA rules.

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BENEFITS OF A CHECKBOOK IRA LLC

  • Could reduce the IRA fees you pay.
  • Can increase the timeliness of investment transactions and offer you more control over your assets.
  • Allows you to co-invest with others and pool money to make larger or multiple purchases for increased diversification.
  • Provides additional asset protection which helps add a layer of safety against creditors and litigious adversaries.

GET IRA CHECKBOOK CONTROL IN 5 EASY STEPS

2

Establish a new IRA LLC that is owned 100% by your Vantage Self-Directed IRA. The IRA LLC will serve as an investment holding company and will need to apply for an EIN number.

3

The Manager of the IRA LLC can now establish a business checking account using the new IRA LLC name and EIN number.

4

Complete our Buy Direction Letter to purchase 100% of the membership units of the newly formed IRA LLC and make the initial capital contribution to your IRA LLC.

5

The Checkbook IRA LLC process is now complete and ready to start investing! Remember, all alternative asset purchases need to be titled in the name of the IRA LLC and the Manager of the IRA LLC is responsible for record-keeping activity within the IRA LLC.

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