Section 4975 Compliance Letters

If you are already working with a custodian and they require a letter reviewing your proposed investment regarding prohibited transactions, disqualified persons and compliance with Section 4975, we can provide such an opinion.

Specific and Annual Transaction Reviews

We will accept an appointment as your Special Advisor for IRA Matters as required by many self-directed IRA custodians in which we can analyze a specific transaction or perform an annual review of all transactions.