Save 10% Until Fri., Nov. 15th! Learn More.
Please note: Our offices will closed Mon, 11/11 in observance of Veterans Day.

Contact our Self-Directed Experts. (800) 395-5200 or Schedule A Call

Contact our Self-Directed Experts.
(800) 395-5200 or Schedule A Call

Contact our Self-Directed Experts. Schedule A Call or Leave A Message

Contact our Self-Directed Experts.
Schedule A Call or Leave a Message

How We Set Up Your Checkbook IRA LLC in 6 Easy Steps

Questions? Text us at (845) 253-9306.

How We Set Up Your Checkbook IRA LLC in 6 Easy Steps 2019-10-07T17:25:10-05:00

It’s Easier Than You May Think to Set Up and Establish a Self-Directed IRA with Checkbook Control with Broad Financial

We make the process as simple and as fast as possible:

Here’s how we create your Checkbook IRA LLC in 6 easy steps:

Fill out our one-page application.

After you complete the application, we’ll email you a welcome package with forms and full instructions of what to do next.

Broad Financial will create the IRA LLC, taking care of all the paperwork.

Simultaneously, we’ll connect you with the custodian, Madison Trust Company. You’ll tell them where your funds are, how much you want to roll over, if you’d like to expedite the process, etc.

After Broad Financial sets up the LLC, we’ll mail your binder with all necessary documents. You’ll then open the LLC checking account at a bank of your choice.

Madison Trust Company will transfer your funds to your LLC’s checking account.

That’s It!

In 2-3 weeks, you’ll have a bank account that you’re in complete control of.

It will work just like a regular bank account, but since it’s under the umbrella of an IRA, all your profits will be tax sheltered.

Ready to get started?

Step 1: Complete the Application

Need More Info? Schedule Time With Our Team of Experts:



Custodial or Checkbook Control Plan: Which is Best for You? We Offer Both.

Contact Our Self-Directed Experts

[gravityform id="18" title="false" description="false"]

Join Our Newsletter!

Thanks!

Contact Our Self-Directed Experts