February 2, 2023

Checkbook IRA Fees and IRA Custodian Management Fees

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