Investment Sponsor

A Self-Directed IRA LLC is a self-directed retirement account that grants investors unparalleled control and flexibility over their investment decisions. By leveraging the unique structure of an LLC, this specialized IRA eliminates the need for third-party approvals for each transaction, empowering you to act quickly and confidently.

Key Features of a Checkbook IRA

• Direct Control: Manage investments independently without relying on custodians for transaction processing.
• Diversified Investments: Access a wide range of alternative assets like real estate, startups, and private equity.
• Efficient Transactions: No waiting—write checks, transfer funds, and make payments directly through your IRA LLC.
• Support from IRA Club: Comprehensive guidance to set up and maintain your IRA LLC in compliance with IRS regulations.
• Banking Benefits:
  • A physical checkbook for instant payments.
  • Debit card access for IRA-related expenses.
  • Online banking with mobile check deposit features.
  • FDIC insurance on cash balances.
  • Free ACH and wire transfers for transactions up to $100,000.
• No Hidden Fees: Enjoy zero monthly fees for accounts with balances above $500.

How Does It Work?

1. Setup: Establish your IRA LLC with the guidance of IRA Club.
2. Funding: Your IRA contributes funds to the LLC, which then operates as a separate entity with Meridian bank.
3. Investing: Use the checkbook or debit card tied to the LLC account to invest in opportunities like real estate, private equity, or crowdfunding ventures.

Why Choose a Checkbook IRA?

• Control: Gain complete autonomy over your investments.
• Flexibility: Diversify your portfolio with alternative assets.
• Speed: Eliminate delays by managing funds directly.
• Efficiency: Maintain tax-deferred growth while streamlining your investment process.

Important Considerations

Managing a Checkbook IRA requires diligence and strict adherence to IRS regulations. Avoid prohibited transactions, and ensure that all expenses are paid directly from the LLC account.

For investors who prefer less hands-on management, a traditional Self-Directed IRA might be a better fit. The IRA Club is here to guide you through the pros and cons of each option based on your goals.

• We’re not a call center, so you won’t have to wait to speak with a representative.
• 17 years of industry experience and knowledge.
• Streamlined process.
• You can access a Secured Sponsor Portal to track the status of your client’s account.
• You can host a Live Event and Webinar to share your expertise with potential investors.
• We provide branded landing pages and marketing materials to help you promote your opportunity.
• We offer educational tools to assist you and your clients in making informed investment decisions.

• Dedicated personal account specialist for hassle-free account management.
• Fast and efficient service without any compromise on quality.
• Full administration services.
• Low, flat pricing with no hidden fees or percentages.
• Extensive Resource Center with educational blogs, videos, case studies, and ebooks to help clients make informed investment decisions.