One of the most talked-about self-directed investing strategies is the IRA LLC, often called a “Checkbook IRA.”
But many investors misunderstand how these structures actually work, when they make sense, and what rules need to be followed.
In this live webinar, Daniel Tercey, Affiliate Manager at Directed IRA, will walk through the IRA LLC strategy step by step, including setup, funding, compliance, and how investors are using checkbook control structures in practice.
Watch the Replay
We cover:
- What an IRA LLC is and how “checkbook control” works
- When an IRA LLC makes sense and when it may not
- The step-by-step process for setting up and funding an IRA LLC
- How investments are executed through the LLC structure
- Common uses for IRA LLCs across real estate, lending, and alternative assets
- The compliance rules investors need to understand
- Common mistakes that can create prohibited transaction issues
- How ongoing administration and reporting works
This session is designed to give investors a practical understanding of how checkbook control works before setting one up.
————————
At Directed IRA, we have helped thousands of investors put over $3 billion into alternative assets including real estate, notes, and private funds, all within tax-advantaged retirement accounts. Our experienced team makes it simple to invest with confidence.
Book a call today with a self-directed IRA expert to see how you can start investing in what you know!
