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Options Banc Investment, Options Banc, investment, college savings plans, CollegeAdvantage, college savings, Roth IRA, IRA rollover, 401(k) rollover, rollover, Putnam, Putnum, insurance, mutual funds, retirement plans, annuities, pension funds, IRA, 401(k), 403(b), variable annuity, retirement investing, tax and savings proposal, LSA, RSA, ERSA
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Fund Your Own Business |
There is an emerging and growing, trend among smart and savvy individual retirement account (IRA) owners....investing their retirement funds in a Self Directed IRA LLC with checkbook control and using the LLC to purchase real estate and other non-traditional IRA investments such as mortgages and trust deeds, tax liens, private partnerships, limited liability companies (LLC's), business opportunities, and more.
You can participate in this trend by setting up your own truly Self Directed IRA LLC with Checkbook Control.
To set up and make investments from your own Self Directed IRA LLC Options will help you to:
Form a Limited Liability Company (LLC) in the state of your choice.
- Prepare an Operating Agreement that meets the specific requirements for a Self Directed IRA LLC.
- Open a Self Directed IRA account with an IRA Custodian that permits truly self directed investments.
- Direct your new Self Directed IRA custodian to make an investment in your LLC.
- Find a suitable investment vehicle that you wish to invest in.
- Purchase the investment in the name of the LLC.
By using this simple method your Self Directed IRA LLC can invest in real estate and other investments without the red tape and administrative fees normally involved when using your IRA to directly make an investment.
By using the LLC to make the investment ...you as manager of the LLC will have checkbook control of your investments.
When you have an investment you want to purchase...all you need to do is to write a check from your LLC to purchase the investment product in the LLC's name. There are no approvals necessary from your custodian. There is no time delay awaiting approval from your custodian.
The most important step and the key ingredient is to have a properly prepared Self Directed IRA LLC Operating Agreement that meets the specific requirements for a Self Directed IRA. Your OptionsBanc investment advisor is ready to help you.
Take control of your retirement. Contact an Options professional to establish a self-directed IRA or set up a Self Directed IRA LLC today.
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LIST OF PRODUCTS:
Fee Based Advisory
Self Directed 401(k)
529 College Plans
Financial Planning
Tax Planning
Estate Planning
Insurance Coverage
Group Benefits
Offshore Strategies
Income Tax Preparation
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800-989-9868
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