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Atlanta Workshop: Creating a Checkbook IRA LLC with guest Jim Ray

June 15 @ 11:45 am - 1:15 pm

Please join us for one of our most popular workshops!
advanta sdira lunch and learn event
A Checkbook IRA is a self-directed IRA that forms a single-member LLC and obtains the ability to write checks directly out of the IRA for the purchase of your investments.In this workshop, we will cover in detail the following steps to set up a Checkbook IRA, including:

Naming and forming the LLC
Creating the Articles of Organization
Preparing the Operating Agreement
Obtaining the Federal Tax Identification Number
Opening a bank account for the LLC

Atlanta-based CPA, Jim Ray, will be joining us to provide his professional advice on the proper set up and management of a Checkbook IRA.

Details

Date:
June 15
Time:
11:45 am - 1:15 pm
Event Category:
Event Tags:
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Organizer

Advanta IRA
Phone:
800-425-0653
Email:
info@AdvantaIRA.com
Website:
https://www.advantaira.com/

Other

Select an office location for this event
Atlanta, GA

Venue

Advanta IRA – Atlanta – Building 5
3525 Piedmont Rd. NE, Bldg. 5, Suite 100
Atlanta, GA 30305 United States
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