Self Employed 401K Experts Self Employed 401K Experts

Our Self-Directed IRA LLC Checkbook Control Services

The IRA Financial Group will take care of the entire set-up of your Self Employed 401k “Checkbook Control” structure. The whole process can be handled by phone, email, fax, or mail and typically takes between 7-21 days to complete, the timing largely depending on the state of formation and the custodian holding your retirement funds. Our IRA experts and tax and ERISA professionals are on site greatly reducing the set-up time and cost. Most importantly, each client of the IRA Financial Group is assigned a tax professionals to help with the establishment of the Self Employed 401k “Checkbook Control” structure. You will find that our fee for this service is significantly less than other companies that perform the same or similar services.

Our Self Employed 401k “Checkbook Control” establishment service includes:

  • Free tax consultation with our 401k Specialists
  • Setup your LLC in the State of your choice
  • Prepare and file the Articles of Organization with the State
  • Generate a special purpose, attorney-reviewed LLC Operating Agreement
  • Generate a special purpose, attorney-reviewed Subscription Agreement required by the Custodian
  • Obtain the EIN from the IRS
  • Co-ordinate setup with the Custodian of your Choice
  • Free tax and ERISA support
  • Expedited Service Guarantee!
  • Satisfaction Guaranteed!

For additional information on the advantages of using a Self Employed 401k with “checkbook control” to make investments, please contact one of our 401k Experts at 800-472-0646.