Timeline

1. Make the decision to open a Reins-IRA

2. Engage Reins Financial Group

3. Fill out our 15-30 minute questionnaire

4. We prepare documents

a. IRA Service   b. LLC Service

5. Sign and Return IRA documents to RFG

6. Old Custodian Transfer to New Custodian

7. State Filings Returned & Certified

8. Open Bank/Brokerage Account for LLC

9. RFG Authorizes Investment to LLC

10. You are Free to Invest…

1. Make the decision to open a Reins-IRA
2. Engage Reins Financial Group
3. Fill out our 15-30 minute questionnaire
4. We prepare documents
a. IRA Service   b. LLC Service
5. Sign and Return IRA documents to RFG
6. Old Custodian Transfer to New Custodian
7. State Filings Returned & Certified
8. Open Bank/Brokerage Account for LLC
9. RFG Authorizes Investment to LLC

10. You are Free t

o Invest