February 2, 2023

The Self Directed IRA Process

Why hasn’t my Financial Advisor /Tax Attorney/ CPA about the Self Directed IRA process?

self-directed-IRA-process-slideWall Street has a big megaphone, and until recently has been a safe investment. Your tax or financial advisor may not have heard of Self Directed IRAcheckbook LLCs because the traditional financial institutions prefer to focus on selling the more profitable (for them) equities, bonds, and mutual funds. The demand for self-directed investment rises with stock market uncertainty; couple that with a depressed real estate market and there is a real opportunity to affect retirement fund growth.

Although we have a graphic and detailed text on our website a majority of our email questions center around investors wanting to know how the process works in compliance with self directed IRA rules.  People have been conditioned to invest retirement funds into corporate stock like Walmart (NYSE:WMT) and Ford (NYSE: F).  Well our process facilitates the creation of your own “self directed” company for the IRA funds to be invested.  As a matter of fact, your IRA becomes the only investor in the “self directed company” and you have complete control as sole manager.

Times have changed.
More and more Americans are demanding choices, especially when it comes to how their retirement money is being managed and invested. This is why “alternative investments” play such a large part in The IRA Checkbook.

How else does IRA Checkbook differ from my regular IRA?

The IRAcheckbook’s two main benefits are self-directed investing and checkbook convenience, which enable you to invest in what you want, when you want. These benefits are not possible in a regular IRA.  In addition, the Custodial fees are small, flat, and unrelated to the value of your assets (no percentage fees). Need more information? We have a free 5 part automated email series that details the five main things you need to know about the Self Directed IRA. Here’s the link: https://www.getdrip.com/forms/2268282/submissions/new