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Updated almost 9 years ago on . Most recent reply

User Stats

212
Posts
111
Votes
Anastasia G.
  • Lender
  • NJ NY PA CT GA FL, Puerto Rico
111
Votes |
212
Posts

SDIRA LLC Set up

Anastasia G.
  • Lender
  • NJ NY PA CT GA FL, Puerto Rico
Posted

Hi All,

I opened self-directed IRA account with custodian, looking to find someone to prep formation docs.

Who would you recommend? 

Thank you for your input

Anastasia

Most Popular Reply

User Stats

361
Posts
297
Votes
Phil G.
  • Real Estate Broker
  • Massachusetts
297
Votes |
361
Posts
Phil G.
  • Real Estate Broker
  • Massachusetts
Replied

@Anastasia G.

You can't use legal zoom. The operating agreement must provide certain language that a lawyer with experience in this specialty area needs to include. You can use a lawyer who is knowledgeable in the IRA LLC arrangement or you can use a facilitator who puts the whole thing together for you. I've used Safeguard. Brian Eastman is a member on here.

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