The Original Checkbook IRA, gives you direct access to your funds through an LLC checking account for investing Real Estate and much more.
Direct Access to your funds with Checkbook control
Superior liability protection
Annual state fee required for LLC
The premier retirement plan for self-employed individuals, without the hassle of dealing with a Custodian.
Higher contribution limits than IRA’s
No ongoing State fees
Includes pre and post-tax contribution options
Includes a loan feature
For fee sensitive clients who want Checkbook control of their retirement funds, without the fees paid to the state on an annual basis.
Quicker to establish than the IRA LLC
No ongoing annual fees paid to the state
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