IRA Checkbook is a self-directed IRA LLC facilitator out of Charleston, SC, and a division of Hold Fast Asset Protection. In addition to setting up self-directed IRA LLCs, IRA Checkbook can also help clients set up Solo 401(k)s. Below you will find more information about the company. If you have personal experience working with IRA Checkbook, please make sure to share with the community in the comments section at the bottom of the page (if your comment is negative, please keep it civil and constructive).
IRA Checkbook Licensing:
Custodial type: Third Party Administrator
Custodian Partner: IRA Services
Better Business Bureau (BBB) Accreditation: Company is not accredited by the BBB
BBB file opened: N/A
*We did not find a BBB file for IRA Checkbook. If you come across one, feel free to let us know and we will update the page.
Leadership & Staff:
President: Kip Bowman
Managing Director: Jeff Beall
Staff size: 6
1643 B Savannah Hwy, Ste 282
Charleston, SC 29407
Fee Schedule for Self-Directed IRAs
Self-directed IRA LLC setup fees: $1,275 (Plus state filing fees & custodial setup)
Solo 401(k) setup fees: $1,575 (Plus $500/year for plan recordkeeping)
Yearly custodial fees for self-directed IRA LLC accounts: Starting at $136
We do our best to ensure that all the information provided above is accurate, however, if you find something is in error, or if you have new information on IRA Checkbook which warrants addition to this page, please email us at firstname.lastname@example.org.