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Updated over 2 years ago on . Most recent reply
Roth IRA/SDIRA - Good companies/services.
Hey everyone!
I want to open up a Roth IRA to create promissory notes and help my other investing friends reach their real estate goals. Does anyone have recommendations for a solid company to start that up?
How do you structure your promissory notes?
Do you charge fees for wires/note creation/deeds or your other account fees accrued?
I'm just looking to get started. I've been lending personal money from my HELOC. I want tax free options for the long game
Thank you I’m advance!
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Ashish Acharya
#2 Tax, SDIRAs & Cost Segregation Contributor
Tax & Financial Services
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#2 Tax, SDIRAs & Cost Segregation Contributor
- CPA, CFP®, PFS
- Florida
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Ashish Acharya
#2 Tax, SDIRAs & Cost Segregation Contributor
Tax & Financial Services
Pro Member
#2 Tax, SDIRAs & Cost Segregation Contributor
- CPA, CFP®, PFS
- Florida
@Dmitriy Fomichenko can help you with this. He is great.
- Ashish Acharya
- [email protected]
- 941-914-7779
Investor Friendly CPA®
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