IRA-Owned Entity Setup
Take Control with an IRA-Owned LLC
Tired of waiting on custodians to approve every transaction? An IRA-Owned LLC gives you “checkbook control,” allowing you to act swiftly on investment opportunities.
Benefits include:
- Faster transaction times.
- Greater control over your investments.
- Potential cost savings on custodian fees.
However...
Setting up an IRA-Owned LLC requires careful planning to ensure compliance with IRS regulations. Mistakes can be costly.
Note from Jeff
Most people don’t realize how many deals are lost simply because they couldn’t act fast enough.
I’ve set up countless IRA-owned entities and I know exactly what pitfalls to avoid. If you’re serious about real control, let’s talk.
Jeff Watson's advice on how to structure business and personal taxes and "outside-the-box" thinking moved me into a MUCH lower tax bracket for my personal income this year! The accountant was AMAZED! Jeff knows and practices what he preaches!
Jeramy King
Rochester Hills, Michigan