List of Self-Directed IRA LLC Facilitators
Sense Financial is California’s leading provider of retirement accounts with “Checkbook Control”: the Solo 401k and the Checkbook IRA. Over the years, they have assisted hundreds of clients obtain checkbook control over their retirement accounts while providing them with the ability to invest in virtually any investment class, including real estate, private lending, mortgage notes and much more without the need for custodian approval. The Solo 401k and Checkbook IRA from Sense Financial are viable solutions that allow investment into virtually any asset including real estate, provide “Checkbook Control” over a client’s retirement account and minimize or eliminate custodian fees.
Safeguard’s core business is the set up of Self Directed retirement plans that give you check writing authority over your own investment funds. We accomplish this through consultation and set up a Self Directed IRA LLC, a Solo 401(k) or a Business Funding IRA. We identify your investment goals, determine your suitability for a particular Self Directed plan and then develop a strategy for quickly and efficiently putting your new a plan into action.
1800 Blankenship Rd, Suite 200, West Linn, OR 97068
877-229-9763 | firstname.lastname@example.org | www.ira123.com
Asset Exchange Strategies Franchisees provide self-directed IRA and self-directed 401k plans and advisory services to their clients. They offer knowledge, expertise, and tools to use those tax dollars to create wealth for them and their families for generations to come. They provide the benefit and expertise of financial experts and industry experts to find the appropriate methodology and tools.
Asset Exchange Strategies (AES)
866-683-5228 | www.myrealestateira.com
Hold Fast Asset Protection, located in Charleston, SC, is a company born out of the desire to empower individuals. Our goal is to educate the public about all the available investment options, thereby, enabling them to direct their own retirement investments if they so choose. Our customers are not limited to a traditional 401K or IRA where the power is with the custodian. Instead, invest in a self directed IRA they have the control of directing their own retirement.
Hold Fast Asset Protection / IRAcheckbook.com
1643 B Savannah Hwy, Ste 282, Charleston, SC 29407
Toll-free: Local: 843-410-0187 | IRAcheckbook.com
Broad Financial was originally founded as a private real estate firm focusing on the development of residential, retail, and industrial real estate along the East Coast. Then Broad Financial became determined to regain control of the IRA platform and allow investments in those areas experiencing positive earnings. In January 2009, the company established the system for upgrading an IRA into the self-directed format, and this blossomed into the complete self-directed platform that Broad offers today.
21 Robert Pitt Dr., Suite 202, Monsey, NY 10952
(800) 395-5200 | www.broadfinancial.com
The IRA Financial Group is fully committed to offering self-directed retirement structures and accordingly offers a full IRS audit guarantee in connection with the validity of the Self-Directed IRA LLC and Solo 401(k) Plan. The mission of IRA Financial Group is to empower prospective clients with relevant information needed to make informed decisions on investment activities conforming to tax law and IRS rules.
We have the expertise to counsel clients on numerous aspects of self-directed IRA structures, including: identifying specialized custodians that will hold the IRA; formation and funding of a wholly-owned LLC, in order to make IRA investment more efficient (“checkbook control”); guidance regarding the specific legal ramifications of investing in the manner proposed by the client; and, advice regarding the potential current tax consequences (e.g. “Unrelated Business Taxable Income”) of investing the IRA in a self-directed manner.
Education is a very important factor in self directing one’s IRA and we at Blue Diamond Documents specialize in more than checkbook IRA control LLC formation. We’ve have developed webinar and seminar formats to help spread the knowledge on self directed IRAs. We cover information such as: tax codes and guidelines, alternative investment options, and the how-to’s of having complete checkbook control of an IRA or 401k. We also partner with investment experts from all over the United States, which helps keep our classes fresh and on topic with the market.
Kyler Kohler Ostermiller & Sorensen, LLP (“KKOS Lawyers”) was founded by attorneys Chris Kyler and Mark Kohler in 2001. Today, KKOS Lawyers assists clients nationwide from offices in Arizona, California, and Utah. Our firm handles business planning, estate planning, tax planning, self directed retirement planning and ERISA, securities law, litigation, government relations, and real estate.
1883 W. Royal Hunte Drive, Suite 200 Cedar City, Utah 84720
(435) 586-9366 | kkoslawyers.com
Wendy Byford and Gary Bauer are the founders of Your Entity Solution, LLC. We fix $400 incorporations. If you have questions about ANYTHING related to LLCs, Corporations, Partnerships and running your business you have come to the right place. A true self-directed IRA / 401(k) allows you to invest in anything that is not prohibited specifically by the IRS rules. For example, you can invest in real estate but not collectibles like old coins. You also must ensure that none of the investments you make includes a disqualified party, such as your parents, spouse or children or your custodian. Apart from that, you are pretty free to invest as you like. If you’d like to speak with us about this strategy, please contact us.
Your Entity Solution, LLC
6440 Sky Pointe Drive, #140-106, Las Vegas, Nevada 89131
702-506-0190 | yourentitysolution.com
Unsatisfied with corrupt, incompetent “retail” financial professionals, Jeff Nabers retired in his 20s with the help of several mentors. Since then he’s assembled a strategic team of advisors that help him manage his wealth, as well as serve and advise his inner circle of friends and clients.
Self-Directed Retirement Solutions is a marketing and financial services company. Our purpose is to educate individuals and other professionals about the many benefits contained in the tax code. In particular, we advise clients on how to fully utilize tax exempt entities such as IRAs, SEPs, and pension plans, so as to give them check book control over their retirement plans, including IRAs.
IRA Advantage was created to empower the investors we have worked with. Over the years we have fielded questions on IRAs and have received numerous inquiries for help with Self-directed IRA products and their investment in real estate. We created a service that effectively creates a “conduit” out of the stocks and bonds that a traditionally held into real estate and other alternative investments and to make those investments simply by writing a check. The firm’s mission is simple-to provide Opportunities and Solutions to the people we work with.