Legacy Tax & Resolution Services

The Self-Directed Checkbook Control IRA

The Self-Directed Checkbook Control IRA

The Self-Directed Checkbook Control IRA

The Self-Directed Checkbook Control IRA: Understanding the Process

Step 1: Establish a Self-Directed Checkbook IRA

Our association with Sense Financial will allow them to handle the complete process of setting-up your self-directed IRA LLC. The entire process may be done via email, telephone, regular mail or fax and normally can be completed in 3-4 weeks. The setup time mainly depends on the state where the LLC is formed as well as on the speed at which your current custodian processes the transfer of funds. Our experienced team has many years of experience and will help you significantly reduce the cost and setup time.

Step 2: Tax-free Transfer of Your Retirement Funds

Their experienced team will help you transfer your retirement account from your existing custodian without any tax consequences to a new IRS approved Passive Custodian. The custodians that we work with allow for truly self-directed checkbook IRA investment opportunities such as tax deeds, real estate, hard money loans, precious metals, mortgage notes and much more.

FOR A FREE CONSULTATION

Call 800-829-7483 or fill out the form below.

LEGACY VIDEO UPDATES

Video Library

Read Our Reviews

Recent review:

3/3/2017
I have been avoiding getting current with Uncle Sam for quite some time. I knew I needed professional help, but who can …

Overall rating:

(9 reviews)
read all reviews…