Satisfaction Guaranteed



We are the Nationally known Experts!

Check Book IRA, LLC BBB Business Review

States with Our Clients

Countries with Our Clients

Serving Clients Since

BBB rating

Why You Should Use Us


My hope is that as you have perused our website, blog and Check Book IRA University you’ve seen how much we offer as a company.

We have the most informative  website on the internet. We go to great lengths to ensure our potential clients are informed enough to make a decision regarding which set up is right for you, the The Solo 401(k) or the Check Book IRA® LLC.

We don’t have salesmen, and we don’t try to talk anyone into anything. All we can do is put this information in front of you and help you understand the structure, so that you can make your own decision as to whether or not it is for you.

And after the set up you have unfettered access to us whether it’s 5 months or 5 years from now.  Our services are the BEST!

So, if you are considering the Solo 401(k) or the Check Book IRA®, here are a few reasons you should use us:

Why Check Book IRA?


1.    We are the oldest (we have the name Check Book IRA trademarked). 
In today’s world of pop up businesses and the ease of creating a website that depicts a solid business, the longevity of a business, (17 years and counting), shows its value and client (customer) commitment.

2.     We’ve never had a SINGLE complaint with the Better Business Bureau.
When lack of customer service is the #1 complaint with internet companies, having a perfect rating is unparalleled and the owner’s commitment to service of their clients is not just words but actions.

3.     We offer ongoing advice and help, 5 months or 5 years from now.
Where many companies sell a service and then look for the next sale, Check Book IRA values the ongoing relationship with their clients as acknowledged by customer testimonials.

4.     We are specialists and not generalists.
This benefits you because the staff at Checkbook IRA specialize in self-managed retirement investment plans rather than have those plans just be a portion of their business. You are assured that they are focused on putting you in complete control or your investments. Most companies only have check book control as an option with the real goal of their self-directed departments to keep control of your investments and dollars.

5.     We have experts or the access to experts in all the major investment fields.
We don’t give investment advice, but we are able to help clients vet their investments and find ways to make investments compliant with current rules and regulations.

6.     We are not tied to one custodian.
While all IRA’s require a custodian, many of our competitors have decided to partner financially with their own custodian or a percentage ownership in one. We have chosen to remain independent so we can not only offer competitive pricing, but hold the custodian responsible for excellent service to our clients.

7.     We counsel on the right system for the individual not just sell a service.
Many people, even with extensive research, are not exposed to all the options that are possible with their retirement investment system. Through individual contact and counsel, we can propose the most efficient and profitable system for them even if it is something we do not offer.

8.     We prepare a detailed operating agreement to reflect the true nature of the LLV vs a vanilla LLC operating agreement.
Our operating agreements are custom made for each client versus a standard single member LLc operating agreement.

9.     We are locally and independently owned
We are not a financial conglomerate or off shore business, but, rather have local senior management that are available for your concerns and questions.

10.  We believe in modern cutting-edge technology with old-fashioned values.
Today’s businesses are either completely automated, making it impossible to have human interaction, or mired in past practices, leaving out new time saving technologies. We, at Checkbook IRA, believe in marrying Modern Technology, giving convenience with human interaction, and allowing your needs to be individually met.

Expertise and Experience

We were one of the first companies to offer the IRA LLC structure, and we even came up with the name Check Book IRA® and own the Federal trademark, which is why that’s the name of our company.

And we have the website because we were here first!

We’ve leveraged our expertise and experience to the Check Book Solo 401(k) structure as well to give our clients the widest range of retirement planning choices available.

When we tell you something, you can rest easy knowing we’re not going off half-cocked, or telling you something that could get you in trouble.  We’re very conservative in what we tell clients, and if there’s even the hint of an issue that could result because of something the they want to do, we’re the first to bring it up.

We’re more than happy to help our clients figure out how to stay on the right side of the line.

Setting up a Solo 401(k)

Setting up one of these plans involves a lot of moving parts, but you don’t have to worry because we’ll do the heavy lifting for you.  Whether you’re doing an IRA LLC or a Solo 401(k), we’ve got you covered.  

Have questions? Call us.  We’ll take care of the details, so you can rest easy knowing everything is done correctly.

We’ve got your back

We’ve got your back.  After you’re set up, we’ll always be here for you.  Need help structuring an investment?  Have tax related questions? Want to know if something is permissible or not?  Call or email us.  We’re happy to give you our thoughts on the matter, and if its a particularly thorny issue, we’re happy to refer you to a CPA or tax attorney who works in this field.  

Perfect A+ BBB Rating

We’ve maintained and will continue to maintain a perfect rating with the Better Business Bureau.

Our clients have never had reason to complain, and we’re as happy about that as they are.

Satisfied Clients in 50 States & 34 Countries

Our clients are all over the world, doing all sorts of interesting things. We’ve served them proudly since 2004, and have enjoyed getting to know them, helping them get the most out of the structure, and seeing them succeed in protecting and growing their retirement.

Check Book IRA, LLC

Redmond OR | Scottsdale AZ | Minneapolis MN

Toll Free:  (800) 482 2760

(Peter Rizzo, Managing Partner)
Jordan Sheppherd and Steve Sheppherd