Learn More About Starting



HOW DO I START?

  1. Fill out the worksheets in the Are You Ready section to make sure you are ready to start the process.
  2. Investigate all of the IRA custodians listed on the home page and determine which one you would like to work with.
  3. Determine whether you want a self directed IRA or a checkbook LLC.
  4. Contact the IRA custodian of your choice and discuss all of your options.  They will send you all the necessary paperwork to transfer your IRA funds and make sure all IRS guidelines are being followed.
  5. Once the self directed IRA is in place – and this generally takes 3-4 weeks – contact us to start looking for investment real estate.
  6. Enjoy the increase in value your self directed IRA is experiencing through diversified investment.
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