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.

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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 is the best in the business, hands down. The ability to have Jeff Watson’s counsel is a priceless asset to our business.
jessica weaver

Jessica Weaver

Saint Augustine, Florida

Let us help you set it up correctly from the start.

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