Checkbook Control

Custom Operating Agreements and LLC Formation for IRAs

 

What can we do for you?

Operating Agreements

Attorney drafted agreements for the special requirements for a LLC owned by an IRA and customized to meet the requirements of each state.

LLC Formation

Choose to have us establish your limited liability company in the state of your choice.

Legal Advice

Legal advice and guidance free for the first 12 months.

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

 


Note: Each state imposes its own  fee for forming a LLC and this fee is in addition to the fee paid to IRA Village for its service. The filing fee charged varies by state. This state fee must be paid at checkout.

See state fees and estimated state processing times

  1. 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).

  2. Complete Questionaire

    Complete at your convenience (Estimated time of completion 10 minutes).

  3. Checkout

    Choose Operating Agreement or Package of Operating Agreement and LLC formation. Pay with IRA funds or credit card.

  4. 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.

I was hesitant to complete this process myself online. I was relieved to get all my questions answered by professionals in a timely manner. They made me feel confident!

Dora, Ft. Lauderdale, FL

100%

Satisfaction Guaranteed

12 months of edits included
(if reviewed document is purchased)

Call Us

(877) 544-5335

Available M-F 8:00 AM – 7:00 PM ET

New to Checkbook Control?

Back to top