One of the most common questions we receive from self-directed investors is:
Do I need an IRA LLC?
The answer depends entirely on what you’re investing in and how you plan to invest.
For some investors, an IRA LLC can provide speed, flexibility, and greater control over investment activity. For others, it may add unnecessary complexity and cost.
In this live webinar, Mat Sorensen and Kevin Kennedy of KKOS Lawyers will discuss when an IRA LLC makes sense, when it doesn’t, and the key legal and compliance considerations investors should understand before setting one up.
Date: Tuesday, June 16thTime: 12:00 PM PT
Register for the Webinar
In this webinar, we’ll cover:
What an IRA LLC is and how checkbook control works
The types of investors and investments that commonly use IRA LLCs
Situations where a standard self-directed IRA may be the better option
Real estate, lending, private funds, and other common IRA LLC use cases
How IRA LLCs are formed and funded
Prohibited transaction risks and common compliance mistakes
Questions investors should ask before creating an IRA LLC
Whether you’re considering your first IRA LLC or trying to determine whether one fits your investment strategy, this session will provide the framework for making the decision.
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Book a call today with a self-directed IRA expert to see how you can start investing in what you know!
