IRA Optimizer

Self Directed IRA LLC with Checkbook Control

Set Up 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… a Self Directed IRA LLC with Checkbook Control.


The 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.

IRA Optimizer is a complete Self Directed IRA LLC infra-structure set up for you.

See:  How it Works

Turnkey Setup of  IRA Optimizer




Preparing and filing the Articles of Organization for your LLC with the state of your choice.



Obtain the Tax Identification Number (TIN/EIN) for your LLC from the Internal Revenue Service which you will need to open the LLC bank account at a bank of your choice.


Operating Agreement

Provide a Customized Operating Agreement  for your LLC that meets the requirements of the Internal Revenue Service for a Self Directed IRA LLC



Provide you with access to the most economical IRS approved IRA Custodians and co-ordinate your account set-up with the custodian.


LLC Record Book

Provide you with the LLC Record Book which includes the binder, membership certificates, minutes, seals, transfer ledger and all LLC forms on CD



Provide you with 24/7 online support for any questions and assistance you require.


*plus state filing fees

Client Testimonials

I would like to give you a testimonial. In 2011 I was not able to see how my IRA would support me in retirement. You folks gave me the business plan and answered all my questions, and I was able to invest in real estate, which I understand. My IRA has grown appreciably and now is generating sufficient cash flow for me to comfortably retire. Your plan and answering all my questions through the years made it so i can retire. Thanks so much.

Ed Baltzer

Grand Junction, CO

I am writing to express my enormous appreciation for your services, advice, and patience in the development of my IRA LLC.  You successfully and quickly accomplished the setup.

After the successful establishment of this financial construct, you have provided continuous and outstanding guidance on all operating steps and completion of all necessary forms, provided recommendations for streamlining the process and possible cost savings, and helped me understand the complex and enigmatic nature of this entity.

Be assured that if anyone asks me for assistance with IRA/LLC development, I will highly recommend your services.

Thank you for your assistance and support.

Bill Brophy

San Diego, CA

Self directed IRA answered all my questions and had my Nevada LLC formed in no time at a fraction of the cost of other companies. Iwould recommned Tom and his team to anyone who wants to take charge of their future by having check book control of their retirement money.

Kevin Minds

Pacific Palisades, CA

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.