What are the costs for an Easy IRA LLC account?
Easy IRA charges a one-time, flat fee of $499* for your account set-up, and a monthly fee of $30 for account administration.
The one-time fee of $499 includes establishing your self-directed IRA at M2 Trust Services, preparing your IRA LLC operating agreement, applying for a tax ID number and establishing a bank account on behalf of your IRA LLC.
The $30 per month account administration fee covers all IRA custody fees.
Unlike our competitors, we do not charge additional fees for assets under management.
*$499 applies to an LLC established in Colorado. If you prefer us to establish your LLC outside of Colorado, please refer to the fee schedule.
The Affordable IRA LLC
One time setup fee $499*- Expedited opening of self-directed IRA
- An IRA LLC operating agreement
- A Colorado IRA LLC, including prep and filing of articles of organization
- A checking account for your IRA LLC (with no monthly fee)
- Initial checks sent to you for free
- Debit card linked to checking account
- Expedited filing of IRA LLC documents
- Free in-kind transfers
- Custodian (M2 Trust Services) to manage 1099R and 5498 annual reporting to the IRS
- Unmatched customer service via phone and email
- Management with 70+ years of experience in the self-directed IRA industry
What other fees can I expect from Easy IRA LLC?
NONE! We will not charge you for anything additional.
- No transfer fees
- No roll-over fees
- No asset re-registration fees
- No late fees
- No annual account fees
- No account termination fees
Keep in mind: There may be costs which are not associated with Easy IRA LLC, such as fees set by your investment issuer and/or bank fees. See our fee schedule if you intend to form an LLC outside of the state of Colorado.
How are your fees lower than others?
We keep your costs low through our product knowledge and the smart use of technology to integrate each step of the process, all while maintaining great customer service. Our founders each have decades of experience in the self-directed retirement arena and our staff has the knowledge and training to answer your questions and expedite the establishment of your Easy IRA LLC.
Unlike some of our competitors, we do not charge you extra for expedited or premium service. That’s because we provide fast, premium service to all our customers!
Have additional questions? Head over to our Learning Center for more information.