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A Checkbook IRA is a self-directed IRA that owns an LLC, with you serving as the manager of that LLC. Because the LLC holds its own business bank account, you gain “checkbook control,” the ability to make approved investments directly by writing a check or sending a wire rather than submitting paperwork for each transaction. The IRA still owns the LLC, and all activity must remain for the exclusive benefit of the IRA.
To open a self-directed IRA, complete the online application for your account type, fund it by transfer, rollover, or contribution, then submit a Purchase Kit directing Mountain West IRA to buy the property on behalf of your IRA.
The Checkbook IRA Guide covers how your IRA forms and funds an LLC you manage, how the LLC's bank account lets you move on time-sensitive deals directly, and what shifts onto you when the per-transaction review goes away. Opening an account takes about 15 minutes when you're ready.
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Access all required forms for purchasing, funding, and managing real estate investments through your Mountain West IRA, including purchase kits, wire instructions, and transaction-related documents.
Mountain West IRA is a self-directed IRA Administrator and record-keeper and does not provide investment, tax, or legal advice. All information is general in nature. Investors should check with their own financial advisor, tax professional, or attorney about their exact situation before making any investment.