Company Performance Metrics
Self Directed IRA helps individuals establish and manage self-directed IRA LLC structures that allow retirement accounts to invest in alternative assets. The company prepares LLC formation documents, custom operating agreements, and obtains tax identification numbers for IRA-owned entities. It coordinates with IRS-approved custodians, assists with
funding transfers, and supports opening LLC bank accounts for checkbook control. Self Directed IRA provides educational resources about investment rules, prohibited transactions, and options such as real estate, private lending, private equity, precious metals, and cryptocurrency within retirement plans. It also offers ongoing support plans, a client portal, document storage, and notifications about regulatory changes to help clients maintain compliance. Services are aimed at investors seeking broader investment choices inside IRAs, Roth IRAs, 401(k) rollovers, and other qualified plans.
