Custom Operating Agreements and LLC Formation for IRAs
What can we do for you?
How it works
Once you have opened a Self-Directed IRA Account with a Custodian who specializes in such accounts, you’ll need the following documents to have all the requisite items for Checkbook Control.
- Operating Agreement for your LLC
- Formation of your LLC Articles of Organization
(Certificate of Formation in some states), and
- EIN (tax id) for your LLC
- Select State
Choose the state in which you will be forming your LLC (generally the state in which you will be investing or conducting business).
- Complete Questionaire
Complete at your convenience (Estimated time of completion 10 minutes).
Choose Operating Agreement or Package of Operating Agreement and LLC formation. Pay with IRA funds or credit card.
- Obtain Checkbook Control Documents
Obtain your attorney drafted and customized Operating Agreement-If you purchase LLC formation, the time to complete formation varies by state. See estimated time by state.