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Whether you are looking to use your IRA funds on the courthouse steps, pay your construction vendors onsite, or simply want to hold all of your IRA assets in one place, the checkbook IRA may be for you. Many people have achieved this level of control for their IRA using either an LLC or private trust. During this webinar, we will explore both of these types of structures, and cover the positives and negatives of each.
Larissa Greene and Mike Ventry will explore how the checkbook IRA came into existence, give some background to the legal ramifications of these structures, and then also share some case studies of how to get started with checkbook control. The case studies will also compare and contrast how to use your IRA without checkbook control and when it may not be necessary to take this extra step. If you are considering a checkbook IRA or are already using one, this webinar will give you what you need to move forward.