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Updated about 2 years ago on .
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Self directed IRA and solo 401k recommendations
Hi! Does anyone have recommendations of who in the area can help with self directed IRA and solo 401k's. Looking to possibly transfer from my traditional 401k after leaving my W2 job. I've spoke with my accountant and we've discussed pro's and con's, but looking to take it a step further and learn more of the finer details. Thank you!
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Sense Financial has a list at their site. I ended up going through a broker, Mark Robbins, who got my 3-property deal bundled at First National Bank of America in Grand Rapids (individually, the houses were too inexpensive to qualify for a non-recourse loan, since they all wanted a minimum loan of $75k to make it worthwhile and my most expensive property was $75k). FNBA has been outstanding, and I plan to borrow from them again.