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Roth Conversion Prep – Solera IRA

Please use the form below to have Safeguard Advisors help prepare your Checkbook IRA for a Roth conversion at Solera Bank.

We will:

  • Help you establish a new Roth IRA with Solera Bank.
  • Amend your LLC/Trust entity legal document to show the Roth IRA as owner.
  • Assist with the preparation of the Solera Roth Conversion form.

Before you begin

A current fair market value for the IRA owned LLC or Trust is required.  It is your responsibility to obtain reliable valuations for all non-cash assets held by your plan entity.

"*" indicates required fields

Your Information

Please confirm your information.
IRA Account Holder Name*
Enter the legal name of the IRA account holder.
Primary/Tax Address*
Enter your primary street address. (No PO boxes).

Plan Information

Tell us about the checkbook IRA LLC or Trust you wish to convert to Roth status.
The name of your IRA-owned LLC or Trust entity.
Entity Type*

Valuation

We require current valuation for all LLC/Trust heled assets to prepare your conversion form.
Valuation Status*

Payment Information

The $100 fee for Safeguard's preparation service may be paid personally or from your current checkbook IRA. Solera Bank will separately charge $100 to process the Roth conversion transaction.
Enter a coupon code if one was provided to you by our team.
This field is for validation purposes and should be left unchanged.
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