Services
The staff at Passport IRA is dedicated to one mission– providing its clients with the timeliest, most cost effective, professional assistance in the business to establish an Open Opportunity IRA.
Our team understands all the details and all the steps for putting an Open Opportunity IRA together, and has helped helped thousands of investors understand and set up these structures. We’ll answer all of your questions, give you a reality check on your plan (and perhaps show you some good ways to improve it), and most importantly, put all the pieces together for you so that you can focus on generating much higher, tax-free returns.
As IRA craftsmen, we’ll build a custom Open Opportunity IRA for you quickly and efficiently, leaving out the guess work, and handle such details as:
- Judging what state is best for forming the LLC, given what you want to do
- Getting the LLC properly formed under the laws of the right state
- Providing an Operating Agreement that correctly fits an LLC
- Obtaining an EIN for the LLC
- Delivering the LLC into your IRA
- Introducing you to a licensed custodian that understands how to coordinate an LLC with an IRA
- Putting everything together with the custodian
Our relationship won’t end once the Open Opportunity IRA is built, though; we’ll stick with you to give you the right advice when you need it, and to handle all of the required annual maintenance.