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IRA Optimizer™

Step 1 of 2 - Your Information

IRA Optimizer

Price:

Complete Setup of Single Member Self Directed IRA LLC (If you need to add another member you can choose that option below).

Please enter your information below:

Enter your name, address, phone and email

Name(Required)

First Middle Last

Address(Required)

Street Address Address Line 2 City State ZIP Code

Phone(Required)

Email(Required)

Enter Email Confirm Email

Add 2nd Member?(Required)

Add a second member to your LLC $200 (i.e your spouses IRA)

2nd Member Name(Required)

First Middle Last

2nd Member Address(Required)

Street Address Address Line 2 City State ZIP Code

Custodian(Required)

Please tell us the name of your current Custodian or 401k Plan Administrator.

Limited Liability Company (LLC) Information

Choose your LLC Name, State of Formation and Registered Agent services (if required) below.

Choose a name for your LLC(Required)

Choose up to 3 names for your LLC. For example: ABC Holdings LLC XYZ Investments LLC Jones Ventures LLC The more unusual the name the better the chance of it being accepted by your state. Please enter one choice per line in order of preference.

Filing State(Required)

Choose the state where you wish to have your LLC filed. State filing fees may include additional fees charged by the state and credit card surcharges.

Registered Agent Services(Required)

$150 Annually. Service provided by our parent company Nationwide Corporate Services Inc. or affiliated companies. In order to act as your own registered agent you must have a physical address in the state of formation of your LLC.

Total

Credit Card

Cardholder Name

Card Details

Name

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