What are Checkbook IRAs?

Checkbook IRAs empower you to invest directly in a wider range of assets, beyond traditional stocks and bonds. With Checkbook IRAs, you can invest in:

• Real Estate: Rentals, commercial property, raw land
• Private Placements: Private equity funds, hedge funds, private REITs
• Alternative Assets: Precious metals, private businesses, and more

Benefits of Checkbook IRAs:

• Diversification: Expand your portfolio with alternative investments.
• Cost Savings: Avoid transaction fees associated with traditional self-directed IRAs.
• Time Efficiency: Invest directly by writing checks or sending wires.
• Control: Make investment decisions without intermediaries.

How to Set Up a Checkbook IRA with Acacia

1. Sign our contract: Complete the online order form or call us.
2. Establish an LLC: Our experts handle all the paperwork.
3. Transfer funds: Rollover existing retirement funds or make a new contribution.
4. Open a checking account: Use your new LLC to open a checking account.
5. Invest: Write checks or send wires to invest in alternative assets.

Why Choose Acacia?

• Expert Guidance: Our team specializes in Checkbook IRAs.
• Hassle-Free Setup: We handle all the legal and administrative details.
• Competitive Pricing: Enjoy affordable fees for our services.

Ready to Start Investing?

Contact us today to learn more about Checkbook IRAs and how they can help you achieve your financial goals.