Legal Services

Are you in need of document preparation or other legal services relating to your self-directed retirement account? We can help! While clients who partner with us for their retirement accounts enjoy many of these services for free, we are able to help anyone with legal paperwork relating to their SDIRAs and Solo 401(k)s. Contact us to discuss pricing for your particular situation.

  • Creating an entity for your IRA or Solo 401(k) to do business through is a great way to eliminate costly transaction fees and streamline real estate closings, money lending, and more.

    Operating agreements and trust agreements need highly specific language when held by an IRA — trust City Capital IRA expertise if considering this option.

  • Whether transferring real estate between custodians or moving custodian-held real estate into an IRA-owned entity, we are able to both draft deeds for transfer and in many cases, record nationwide.

  • Money lending is a lucrative way to increase the value of your SDIRA. However, it is important to ensure you are proper protections are in place. City Capital IRA is able to both draft and record notes on real estate.

  • Are you interested in structuring your deals to take retirement account investors? Do you want to structure your fund in a way not only beneficial to you, but also ensures tax-free growth for your investors? We have helped structure syndications that take millions of dollars in retirement funds.

  • Need help with something not listed above? Not a problem. Contact us for a free consultation to see if we can help.

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