IRA checkbook Plan Fees
The fees for establishing your checkbook IRA Plan will come from your existing retirement funds in order to keep your out-of-pocket expenses to a minimum. At Hold Fast Asset Protection we are proud to offer our members IRA fees that provide the best value in the industry.
- Administration of the entire process, including the formation of Single Member LLC, development of the Operating Agreement, establishing an EIN, ensuring State and Federal compliance, and document preparation: $1275, payable from the existing retirement funds
- Articles of Organization (varies by state): $40 – $500
- IRA fees for custodian origination: $200 – $300
401K checkbook Plan Fees
The fees for establishing your 401k checkbook Plan will also come mostly from your existing retirement funds in order to keep your out-of-pocket expenses to a minimum.
- Administration of the entire process, including the formation of the 401(K) Qualified Plan/Trust, ensuring State and Federal compliance and document preparation: $1575, payable from the existing retirement funds
- Annual recurring IRA fees of $500 to meet federal requirements and incorporate revisions
Why an IRA checkbook or 401K checkbook Plan?
- We Form a Bullet-Proof Investment Structure
- Your IRA/401(K) Funds are Securely Transferred to Your IRA checkbook or 401K checkbook Account
- You Alone are in Control of the Account
- You Invest Simply by Writing a Check
- Eliminate “Rollover” Hassles
- No Tax Returns Are Necessary
