Check Book IRA, LLC

I searched long and hard to find the most economical route to open a Check book IRA. With other companies, the fee schedules were across the map. Check Book IRA helped me set up my LLC paperwork and referred me to a bank that provides these accounts with very fair fees. I appreciated that Check Book IRA spoke with me and explained how the accounts work but never pushed me to use their services, and I’m grateful that I did!

I have been receiving outstanding service from Jordan and Alisha since I opened my (Roth) Checkbook IRA in 2016. It has enabled me to invest painlessly and tax-free. They were with me every step of the way, answering all of my many questions courteously and professionally. I also opened a Solo 401k with them and that has worked out even better, and generated even more questions for them to answer! As I transitioned from a salaried position to freelance, the Solo 401k has allowed me to add substantially more to my retirement accounts than before. Having the full company contribution available to me has made a big difference. I appreciate the dedication and professionalism of the Checkbook IRA team and unconditionally recommend them to anyone.

I have multiple properties in my IRA and was being charged excessive fees to write checks plus additional charge for each property quarterly . Fortunately I had an opportunity to hear about Check Book IRA LLC this has virtually saved me thousands of dollars a year but also allowed me to be responsive in purchasing property allowing me to control the checkbook. I also have had the opportunity to work with Alissa Bennett who was amazingly responsive from start to finish in the process for my wife and I . I actually needed to ask for some help two years later and got the same responsiveness . I have recommended several of my clients and friends and give them the highest regards . They are truly the best of the best . Regards , Jon - Orange County California