Adelphi Retirement Management adds significant value and peace of mind to your self-directed IRA investing. We have found that more than 30% of all initial transactions proposed by our clients are "prohibited" by IRS and ERISA rules. If these investors had engaged in prohibited transactions prior to seeking our counsel, they would have risked forfeiting their IRA's entire assets.
The annual reporting and filing requirements for self-directed IRAs are significant. Adelphi Retirement Management will oversee all such filings, as well as prepare quarterly financial statements for your review. You can feel confident that your self-directed IRA will always be in compliance and that your proposed transactions have been screened by experts.
Since all of your IRAs assets will be held in a limited liability company, and the custodian will only hold the membership interests of the LLC, you can hold an unlimited number of investments in your self-directed IRA without incurring any additional costs. |