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Individual Investors

Other Investments

Using a Self-Directed IRA for Checkbook Control

Be your own record-keeper. Checkbook Control allows for instant access of your retirement funds.

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What is a Checkbook Control IRA and do I Need One?

Some IRA investors prefer to establish a stand-alone LLC (checkbook control) with the ownership to be funded by the IRA. An LLC and operating agreement are drafted by a tax professional. Once the LLC is established, a bank account is opened by the IRA and the owner is now able to write checks or use a debit card to fund investments. They are several pros and cons to having this type of account. If you ever have questions about checkbook control IRAs, call a NuView IRA Specialist.

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The IRA Purchase Process

  1. Set Up and fund a self-directed account with NuView Trust

  2. Identify an investment

  3. Submit a Purchase Authorization packet to NuView

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Don't Take Our Word For It.
Hear What Our Customers Say.

Susan

“I transferred my self-directed Roth IRA to NuView Trust. I dealt with Brian Martinez and found him very professional and very knowledgeable. The process was so much easier than with my previous custodian. The fees that NuView charges are much less than my previous custodian. I would highly recommend them.” -Susan

Bill

“My experience with NuView has been nothing short of excellent! They have been very responsive to my needs, always available to answer questions in areas that I am not the most knowledgeable and a good value. In short, they are a very well run organization looking to provide value add for their clients.” -Bill

Edith

“NuView Trust has been extremely knowledgeable guiding us in the use of self-directed IRA for investments purposes. They are professional, and easy to work with. A great asset to add to your team of trusted professionals.” -Edith

Diane

“I’m new to self-directed IRAs and to NuView and therefore have a lot of questions. The staff at NuView have provided prompt answers with a helpful and friendly attitude. And the turnaround time for check processing is amazing. I’m so glad I chose to partner with NuView.” -Diane