Checkbook IRA Pricing
- Initial establishment fee: $2,000
- Annual custodial fee (starts in second year): $225
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
What our clients are saying:
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