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IRA Trust – Self-directed IRA on Steroids

What is an IRA Trust?

An IRA Trust is a Self-Directed IRA on steroids! A trust that IRA owns enables you to have checkbook control over your IRA, invest in assets beyond Wall Street and avoid annual IRA fees. This retirement plan can be set up in 2 weeks.

IRA Trust Benefits:

Economical

  • Eliminates transaction fees
  • Trust is not registered in the state and avoids annual LLC fees
  • An IRA Trust is easier, quicker and more economical to setup than an IRA LLC

Checkbook Control

  • Making an investment is as simple as writing a check
  • Transactions in real time without custodian’s consent and involvement
  • Easily exchange assets at any time

Confidentiality

  • No state reporting requirements
  • Unlike IRA LLC Articles of Organizations are not required, which means no public records
  • You can invest in any state without registering as a foreign entity

What an IRA Trust Can Invest In:

This investment vehicle is ideal for any investment that can benefit from checkbook control. This includes private lending, alternative assets like real estate that normally require consistent management. Checkbook control means no transaction fees and no “red tape” or custodian consent.

Real Estate
Private Lending
Tax Liens and Deeds
LLC's
Private Equity & Business
Start-ups
Hedge Funds
Cryptocurrencies
Crowdfunding and more

IRA Trust Pricing:

$1,200 Establishment Fee

Includes first year IRA maintenance fee

$225 Annual IRA Maintenance Fee

Starts in year two

What our clients are saying:

IRA TRUST

Sense Financial team help me set up my checkbook IRA and are awesome to work with! They are very responsive and follow through with every step. They usually answer my emails and texts within an hour. I highly recommend this company.

Henrietta L. – Oceanside, CA

IRA TRUST

I highly recommend Sense Financial with their professional character, expert knowledge on retirement plans and how easy it was to open up my checkbook IRA account. Thank you for your service. 

Wayne G. – Louisville, KY

Vladimir I. Sense Financial Solo 401k Client

Dmitriy explained everything about checkbook IRA and answered all my questions. Minna guided me through the process of setting it up. They were very responsive, polite, effective, and efficient. They provide exemplary level of service.

Vladimir I. – New Jersey