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Updated 5 days ago, 12/23/2024

User Stats

6
Posts
3
Votes
Kelly Taylor
Pro Member
3
Votes |
6
Posts

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

Kelly Taylor
Pro Member
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
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