Best Self Directed Ira Custodians

[Bill Krenz]

I’m using equity trust company to handle my self directed HSA account and purchased a house last week with seller financing and I have a triplex that we bought and the financing is through someone else’s self directed Ira account and equity trust company. Just curious how has the experience been at other companies to work with? Are they quick at getting the deals done? Thanks.

[Daniel Dietz]

When I first started I used UDirect for a SDIRA and was happy with them. When I opened a SOLO401K also (along with my two partners) we switched and used @Dmitriy Fomichenko from Sense Financial who I met here on BP and have been very happy with his service. We use 'checkbook control model' for both of these. They are then 'partners' in a 3 way LLC made of of just Self Directed accounts.

What I found when I contacted various providers is that I felt the 'smaller' companies like Sense, UDirect or others who contribute here such as @Brian Eastman, @Carl Fischer ALL seemed to give a more "personal level" of interest/service than the 'big players', which to me is an asset to them.

Dan Dietz