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Updated almost 9 years ago, 01/12/2016

User Stats

199
Posts
55
Votes
Julian Buick
  • Bluffton SC
55
Votes |
199
Posts

SDIRA Investment in Wrong Name

Julian Buick
  • Bluffton SC
Posted

I just realized that one of my investments in my SDIRA was inadvertently executed in my name and not the name of my custodian FBO my IRA. Does anyone know how to change the Deed of Trust and Promissory note to my custodian's name FBO my IRA? The Deed of Trust was recorded a few months ago. I don't even know what vehicle would be used to make the change and who can do it, an Escrow company? Attorney? Any help is much appreciated.

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