What about a Self-Directed
IRA or Roth IRA?
Discover how self-direction can unlock powerful retirement strategies and give you full control of your financial future.
Self-direction isn’t just an option—it’s a game changer.
Did you know you can start a
Business with your retirement account -penalty-free?
Bitcoin in Your IRA or Roth IRA?
Did you know you can hold Bitcoin in a traditional IRA or a Roth IRA?
Even better—you can transfer an existing IRA or other qualified account into a Self-Directed IRA (SDIRA) and gain full control over your retirement investments.
If you're reading this, you've likely already decided to take control of your financial future with alternative investments. Smart move!
One challenge many face is believing they don't have enough capital to start. But that’s where the Self-Directed IRA with checkbook control comes in—giving you the freedom and flexibility to act when opportunities arise.
Your retirement. Your rules.
What is a Self-Directed IRA with checkbook control?
- Allows you to make decisions without restrictions
- You are in full control of your IRA
- Custodian approval for investments is not necessary
- You have complete control of your checkbook
Why do you need a Self-Directed IRA?
Interested in alternative investments or starting a business—but held back by financial limitations? A Self-Directed IRA could be the solution. It gives you access to the funds you need to pursue high-growth opportunities and take control of your retirement strategy.
With Your Self-Directed IRA, You Can Finance:
Digital assets like Bitcoin and other cryptocurrencies, digitized gold and silver on the blockchain, real estate, tax liens, mortgages and deeds of trust, businesses, loans (including personal and hard money), stocks, bonds, CDs, options, foreign investments, joint ventures, LLPs, trusts, partnerships, IPOs, bridge financing—and more.
What You Cannot Finance:
Insurance contracts, collectibles, and self-dealing.
How A Self-Directed IRA Works
A Self-Directed IRA allows you to hold Bitcoin and other digital assets directly within your retirement account—creating a once-in-a-lifetime opportunity to diversify beyond traditional markets. Bridge Advisors, in partnership with The IRA Institute, offers a full-service platform to safely transfer your retirement funds into a secure account for digital assets like Bitcoin, as well as other qualified investments. Ready to take control of your retirement?
Schedule your free consultation today and discover how to turn your retirement savings into steady, tax-advantaged income.
How to Get Started
- Complete your IRA, 401(k), or qualified plan transfer application with a new self-directed IRA custodian.
- Once your account is established, we’ll initiate the transfer of funds to your new IRA LLC with checkbook control.
- When your funds arrive, you can launch your Generational Wealth System—staking, trading crypto, and more—all while earning daily compounding interest.
Now, you’re in control as the manager of your business account.
What information is required?
- Full name as it appears on the current
- Address
- Phone Number
- Email Address
- Social Security Number
- Date of Birth
- Name of New LLC
- Current Custodian
- Account Number
- Custodian Address
- Custodian Phone Number
- Copy of the Last Statement
- Copy of Drivers License
Most of the above-requested information should be on your most recent statement.
Average Timeline
- 2 to 4 weeks total
- The LLC setup includes all completed forms and state filings
- Expedited service 2 weeks
- Concurrently funds are being transferred to the new self-directed custodian which takes 1 to 2 weeks.
Self-directed IRA-LLC with checkbook control and IRS-compliant documents
- LLC (with or without IRA)
- 10 days expedited filing
- Articles of Organization
- Custom Operating Agreement (IRS IRA Compliant)
- IRS Tax EIN Number
- State Tax Filing
- Proof of Publication
Turnkey Price is $1,297.00
The Self-Directed IRA LLC State filings in Arizona, Annual Fee of $98.00
