ForumsSolo 401kSetting up a Solo 401k LLC

Forums Solo 401k Setting up a Solo 401k LLC

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  • #49831

    David I.
    Member

    You are currently the custodian on my Solo 401K.

    I wish to now open an IRA-LLC and have some questions on properly filling out the IRS EIN form for an IRA-LLC formation, and do you have templates for a compliant operating agreement for an IRA-LLC?

    On the IRS EIN, can this be done on their online application? Or should it be done on the paper form SS-4?
    https://www.irs.gov/pub/irs-pdf/fss4.pdf

    I’m unsure of what the ‘type of entity” should be selected (section 9a) and reason for applying (section 10), as well as box 16 (principal type of business) and if I should designate myself as 3rd party entity and if that address and phone can be the same as the address and phone from the LLC Entity name in box 1-6).

    Additionally, do you offer a template operating agreement for an IRA-LLC?

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