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Checkbook Control IRA – Pros & Cons (LIVE Webinar)

May 1, 2018 @ 12:00 pm - 1:00 pm

| Free

Advanta IRA LIVE Webinar

A Checkbook Control IRA is a self-directed IRA that forms a single-member LLC and has complete control to write checks directly out of the IRA for the purchase of alternative investments.

This retirement plan structure comes in handy when you are interested in an investment – like a real estate property – and you need the signing authority and agility to move quickly to secure it.

Advanta IRA clients already enjoy the freedom and control they get with the ability to choose any alternative investment in their self-directed IRA. Now, add the extra control you gain when using a checkbook IRA, and you can easily see why this plan structure is popular.

In this webinar, we will cover:

  • The steps to set up a single-member LLC
  • How a Checkbook IRA works
  • Benefits and risks that come with a Checkbook IRA
  • IRS rules, regulations, and prohibited transactions
  • Making your investment purchase using a Checkbook IRA.

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Online Webinar
United States


Advanta IRA


Select an office location for this event
Tampa, FL, Atlanta, GA
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