mountain west ira

Invest Through an LLC With a Self-Directed IRA

What is limited liability companies in a self-directed IRA?

Yes, a self-directed IRA can own an LLC. The IRA invests in or wholly owns an LLC that in turn holds a variety of assets, and the LLC must be operated for the exclusive benefit of the IRA. Some investors use an IRA-owned LLC for checkbook control over their IRA funds.

Why investors choose this asset?

How limited liability companies works in your Self-Directed IRA

How do I open a self-directed IRA for Private Lending?

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.

1.
Open your self-directed IRA — complete the online application (Traditional, Roth, SEP, SIMPLE, Individual 401(k), or HSA). Prefer to sign electronically? Email accounts@mwira.com or call (866) 377-3311 and we'll send your application for e-signature.
Traditional IRA Starter Kit
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Roth IRA Starter Kit
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SEP Starter Kit
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SIMPLE IRA Starter Kit
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Precious Metals Foreign Currency Starter Kit
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Individual 401(k) Plan Starter Kit
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Health Savings Account (HSA) Starter Kit
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Traditional IRA Starter Kit
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Roth IRA Starter Kit
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SEP Starter Kit
PDF Download
SIMPLE IRA Starter Kit
PDF Download
Precious Metals Foreign Currency Starter Kit
PDF Download
Individual 401(k) Plan Starter Kit
PDF Download
Health Savings Account (HSA) Starter Kit
PDF Download
2.
Fund the account — transfer from another IRA, roll over a 401(k) or employer plan, or make an annual contribution.
3.
Direct your investment — complete a Purchase Kit (Direction of Investment) and sign your documents as “Read and Approved.” An Authorized Signer at Mountain West IRA then signs on behalf of your IRA and funds the transaction.
4.
Manage & grow — all income and expenses flow through your IRA, with online access and support.

One structure, many assets

The Limited Liability Companies IRA Guide covers how your IRA purchases membership units in an LLC, what the operating agreement needs to say about IRA ownership, and what checkbook control actually requires of you. Opening an account takes about 15 minutes when you're ready.

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Rules & What to Know in your LLC IRA

Why Mountain West IRA

Why Mountain West IRA

Trusted since 2006: In business since 2006, serving 3,400+ clients with more than $1 billion in self- directed retirement assets under administration.
Administrator model: A self-directed IRA Administrator and record-keeper — passive and client-directed. Never a Custodian or advisor.
Fast processing: Efficient turnaround with an expedited option when you need to move quickly.
Real education: A deep library of guides, videos, and webinars, plus a Transfer & Rollover guide.
Personal service: A responsive, US-based team and one-on-one consultations.

Frequently Asked Questions

Can a self-directed IRA own an LLC?

Yes. A self-directed IRA can invest in or wholly own an LLC that in turn holds a variety of assets. The LLC must be operated for the exclusive benefit of the IRA and follow the same prohibited-transaction rules as the IRA itself.

What is a checkbook-control IRA LLC?

It is an arrangement in which a self-directed IRA owns an LLC, and the LLC holds a bank account used to make investments. These structures carry ongoing compliance responsibilities and potential risks, so review them with your financial advisor and tax professional before setting one up.

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Threads
Follow real-time conversations and quick takes on Real Estate trends.
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Blogs
Read expert articles and how-to guides on Real Estate for practical tips and insights.
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YouTube
Watch step-by-step video tutorials explaining Real Estate from start to finish.
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Facebook
Join our community for live updates, events, and Real Estate discussions.
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TikTok
Discover quick, easy-to-follow Real Estate tips in short-form videos.
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Instagram
See visual guides, behind-the-scenes content, and Real Estate highlights.
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Threads
Follow real-time conversations and quick takes on Real Estate trends.
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Real Estate Forms

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.

Click Here to Access Purchase Forms
Click Here to Access Maintenance Forms

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.