IRA Optimizer™Take Control of Your Financial Future
What is a Self Directed IRA LLC?
Are you seeking a safer investment alternative than the unpredictable and volatile stock market for your retirement funds?
Do you need to rollover a 401K plan from a previous job or due to retirement or employee buyout?
Would you like to use your IRA or 401k to make investments in real estate, precious metals, crypto-currency or other alternative investments?
Do you want to protect your retirement funds?
If you have answered yes to any of these questions, then you need to know about an incredible wealth building retirement account option that savvy and knowledgeable IRA and 401k Plan owners are using to dramatically improve their IRA financial health… a Self Directed IRA LLC with Checkbook Control.
IRA Optimizer™ is a self-directed IRA that gives you checkbook control of your retirement funds using a limited liability company formed in the state of your choice.
- NPreparing and filing the Articles of Organization for your LLC with the state of your choice.
- NProviding a Customized Operating Agreement for your LLC that meets the requirements of the Internal Revenue Service for a Self Directed IRA LLC
- NLLC Record Book which includes the binder, membership certificates, minutes, seals, transfer ledger
- NObtaining the Tax Identification Number (TIN/EIN) for your LLC from the Internal Revenue Service
- NAccess to the most economical IRS approved IRA Custodians and co-ordinate your account set-up with the custodian.
- NOnline support for any questions and assistance you require.
- NPrivate Client Portal
The information contained on this website has been supplied as general information. We do not provide investment, legal or accounting advice. We recommend that you seek advice from a qualified local investment, accounting or legal counsel. In the instance where we provide links to other sites you should assume that we will receive compensation if you purchase through the link or it is to an affiliated company.