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Updated 20 days ago on . Most recent reply

User Stats

6
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Kelly Taylor
4
Votes |
6
Posts

Recommendations for a Self-directed Roth IRA Custodian - Equity Trust anyone?

Kelly Taylor
Posted

Hello! Looking for advice and suggestions for a Roth IRA Custodian

I'm looking to roll over a traditional IRA to a Self-directed Roth by the end of the year, and use that for my investing. I had a long conversation with Equity Trust today, and I'm almost ready to move forward with them, but upon further investigation they seem to have some pretty negative reviews. Has anyone here used them for a Roth? Any feedback positive or negative would be appreciated!
Or suggestions for other companies that provide a similar service? Seems like the Roth is the way to go - I want to choose the right partner!
TIA all!

  • Kelly Taylor
  • Most Popular Reply

    User Stats

    733
    Posts
    356
    Votes
    Brett Synicky
    • Solo 401k and SDIRA Consultant
    • Orange, CA
    356
    Votes |
    733
    Posts
    Brett Synicky
    • Solo 401k and SDIRA Consultant
    • Orange, CA
    Replied

    @Kelly Taylor who doesn’t like tax free atm withdrawals?  the more Roth the merrier!  Have you looked at a solo 401k?   Roth and pre-tax built in so makes Roth conversions simpler among other things.  What do you wish to invest in?  

  • Brett Synicky
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