Speak with a Broad specialist:
(800) 395-5200Schedule a CallOpen an Account
Speak with a Broad specialist:
(800) 395-5200Schedule a CallOpen an Account

March 30, 2022

How We Set Up Your Checkbook IRA LLC in 6 Easy Steps

It’s Easier Than You May Think to Set Up and Establish a Self Directed IRA with Checkbook Control with Broad Financial

We make the process as simple and as fast as possible:

Here’s how we create your Checkbook IRA LLC in 6 easy steps:

  1. Fill out our one-page application.
  2. After you complete the application, we’ll email you a welcome package with forms and full instructions on what to do next.
  3. Broad Financial will create the IRA LLC, taking care of all the paperwork.
  4. Simultaneously, we’ll connect you with the custodian, Madison Trust Company. You’ll tell them where your funds are, how much you want to roll over, if you’d like to expedite the process, etc.
  5. After Broad Financial sets up the LLC, we’ll mail your binder with all necessary documents. You’ll then open the LLC checking account at a bank of your choice.
  6. Madison Trust Company will transfer your funds to your LLC’s checking account.

That’s It!

In 2-3 weeks, you’ll have a bank account that you’re in complete control of.

It will work just like a regular bank account, but since it’s under the umbrella of an IRA, all your profits will be tax-sheltered.


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One Paragon Drive
Suite 270
Montvale, NJ 07645

Phone: (800) 395-5200

Mondays – Thursdays: 8:00 am – 6:00 pm EST
Fridays – 10:00 am – 4:00 pm EST


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