What We Do

Reins IRA

• To create your new IRA Account, we:
  • Complete your self-directed account application
  • Designate your beneficiaries
  • Complete your transfer authorization forms
    • We handle the rollover of funds from your existing IRA
    • We deal with the new custodian to get your funds into your hands
• To create an LLC on behalf of your new IRA, we:
  • Prepare and file Articles of Organization in the state of your choosing
  • Prepare and file Federal Taxpayer Identification forms
  • Prepare an Operating Agreement for your IRA LLC
    • This document is tailored by RFG to suit your needs
    • This document outlines the purpose and uses of your LLC, as well as laying out the structure described above, allowing you to manage your IRA funds directly.
• To fund your new IRA LLC, we:
  • Invest the rollover funds from your new IRA into the new LLC
  • Exchange these funds for member units in your new LLC
• You are now free to take the reins of you retirement account and invest