Thinking about using an LLC for your IRA investments, but not sure if it’s the best move? You’re in the right place. This webinar will break it all down—how it works, when it makes sense, and what to watch out for.
In this replay, we walk you through this strategy step-by-step to help you decide if an IRA LLC is a good fit for your investment goals.
What You’ll Gain:
- A clear understanding of how IRA LLCs work
- Step-by-step guidance on setting one up the right way
- Key tax rules, compliance tips, and what to watch out for
- Actionable tips to navigate the investment process
Date: March 19, 2025
Duration: 1 Hour 26 Minutes (including 24-minute Q&A starting at 1:01:15)
Presenters:
- Tony Unkel - Business Development Manager at The Entrust Group
- Bernard Reisz - Lead Strategist and Educator at ReSure Financial
Presentation Slides: View or download the presentation slides here.
Presentation Audio: Stream or download the mp3 here.
Audio Transcript: View or download the transcript here.
Presentation Timestamps:
Section 1: How IRA LLCs Work
• Starts: 3:00
• Ends: 12:45
Section 2: Benefits of an IRA LLC
• Starts: 12:57
• Ends: 25:34
Section 3: Setting an LLC Up the Right Way
• Starts: