CFP or CPA

[Kevin S.]

Hi BP members,

I want to use my 401K for REI. I looked into SDIRA but prefer to do a Roth conversion (pay taxes) and then invest in RE within the Roth. I am able to withdraw without penalty.

Has any BP members done that?  Can use advise as to how it was done.  

I assume I need a CFP first to figure out the Roth conversion part and once converted then in comes CPA?  Do I just need CPA?

Appreciate all help.  Thanks.