Gated Resource · Strategy Comparison
IRA-LLC Roth Conversion Strategy Comparison
A side-by-side comparison of the conventional illiquid-asset approach and RTC's structure-driven IRA-LLC methodology — including holding period, discount range, client control, and implementation requirements.
What’s Inside
- 01Conventional illiquid-asset approach vs. RTC's structure-driven approach across all key dimensions
- 02Illustrative discount ranges (25–35%+) and the factors that determine where a specific structure falls
- 03Client role as LLC manager vs. IRA role as minority member — explained for non-technical readers
- 04How operating agreement provisions drive the discount — without illiquid asset lock-ups
- 05Compliance documentation requirements and the independent appraisal process
Need more depth? The White Paper provides a full legal analysis, IRS guidance citations, and Tax Court case table — designed for financial professionals conducting due diligence. Access the White Paper →
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