Please provide the information below for the retirement account holder(s) ie who owns the retirement account you want to invest. If you intend to combine retirement account funds of multiple types (Traditional IRA and Roth IRA) or multiple account holders (husband and wife), please consult with our team at 760-303-5909.
The Self-Directed IRA LLC manager supervises investments, files annual reports and required tax forms and conducts any other necessary acts to protect investments. You must designate at least one manager. Only managers have authority to sign contracts for the company. If the account holder wants to be the only person in control of investing their funds, mark "Account holder will manage".
If you want to form your LLC in your home state, we will use the address provided above for document delivery, and please mark the "Account Owners Address" box below. If you are forming and LLC outside the state you reside (NOTE: Account holders who are investing in Real Estate with direct property ownership outside of their home state need to be filing the LLC in the state they intend to acquire their property. LLC's can be registered in multiple states, but it is best to start in the state you plan to acquire your property. If you to not own a current address where you can receive mail in state you intend to invest, mark 'Registered Agent Service Needed", and we will pass along the cost of the service. If you do have an address in the state you intend to invest where you can collect mail, click the "Use the following address" button, and provide the address in the field below.