IRA Optimizer

Take Control of Your Financial Future

IRA Optimizer by Self Directed IRA LLC has been designed  for people who have already made the decision to set up their own Self Directed IRA LLC with checkbook Control.

Explore our site and if you have any questions please fill out our contact form

Why a Self Directed IRA?

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.

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 sets up the complete Self Directed IRA LLC infra-structure for you.

See:  How it Works

Turnkey Setup of Your IRA Optimizer

 

IRA Optimizer | Self Directed IRA LLC

includes:

  • Preparing and filing the Articles of Organization for your LLC with the state of your choice.
  • 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 the LLC Record Book which includes the binder, membership certificates, minutes, seals, transfer ledger and all LLC forms on CD
  • 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.
  • Provide you with access to the most economical IRS approved IRA Custodians and co-ordinate your account set-up with the custodian.
  • Provide you with online support for any questions and assistance you require.

$995*

*plus state filing fee
I set up a SDIRA with the help of Tom Walker. I was very pleased with the service he provided, his prompt responses to any questions and step-by-step help when needed. He is a professional who is respectful, patient and knowledgeable. I would recommend him without reservation.
Rose Marie Tantillo, Attorney

Petaluma, CA

When researching how best to move forward in setting up a self directed IRA, I found this site and read the testimonials. Those notes made me decide to use Self Directed IRA to help me set up mine. Now I am adding my testimonial to the list. I worked with Tom Walker, who was extremely helpful and always available when needed. His assistance and guidance made it easy to set up and manage. I highly recommend self directed IRA for anyone considering this investment choice.
Rob Phillips

Quincy, MA

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

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.