Checkbook IRA Pricing

  • Initial establishment fee: $2,000
  • Annual custodial fee (starts in second year): $225

Contact a Specialist

Our Checkbook IRA Establishment Service Includes:

  • Establishment of a self-directed IRA with an IRS-approved custodian
  • IRA Custodian application fee
  • First year IRA Custodian fee
  • Establishment of (1) one Special Purpose LLC
  • All state, legal and filing fees are included
  • A dedicated account manager
  • Client portal with detailed flowcharts and instructions for each step
  • Preparation & filing of Articles of Organization
  • LLC preliminary name search
  • Preparation of EIN filing and acquisition of an EIN number
  • Obtaining a Certificate of Organization from the Secretary of State
  • Filing of a Notice for Publication (if required) and paying applicable fees
  • Assistance in the establishment of an IRA LLC business bank account
  • A customized & IRS-compliant Operating Agreement
  • Assistance in the completion of documents to transfer funds to the LLC
  • Registered agent service for the first year

Why choose Sense Financial to set up your Checkbook IRA?

What our clients are saying:

Ben D.

I would highly recommend Sense Financial – you will not be disappointed!

Ben D. – Spokane, WA 

Sense Financial made the entire process extremely easy and they have been very responsive. I’ve recommended them to many people already.

Michael L. – Humble, TX 

Dmitriy and his staff were consummate professionals. I rolled my 401K into self- directed, Dmitriy handled it smoothly and confidently…

Mindy Jensen – Longmont, CO
BiggerPockets Community Manager

Alternate investment options you get with a Self Directed Solo 401k:

Real Estate

Precious Metals

Private Business

Stock & Funds

Private Lending

Tax Deeds/Liens

Financial Concepts that Make Sense!

Greater Flexibility. Investment Freedom. Hassle-Free Management.

Our expert team is always ready to answer you! Give us a call at (949) 228-9394. You can email us at contact@sensefinancial.com