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Updated over 10 years ago on . Most recent reply

User Stats

4
Posts
2
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Eric Turner
  • Real Estate Broker
  • San Diego, CA
2
Votes |
4
Posts

Self Directed IRA's

Eric Turner
  • Real Estate Broker
  • San Diego, CA
Posted

I'm interested in rolling my current IRA's over to self-directed IRA's to be able to invest in real estate. Any advice on what custodian to open it with for ease in conducting RE transactions, fee structure, etc? Appreciate the help.

Most Popular Reply

User Stats

66
Posts
23
Votes
Philip Cutting
  • Virtual Assistant
  • Reynoldsburg, OH
23
Votes |
66
Posts
Philip Cutting
  • Virtual Assistant
  • Reynoldsburg, OH
Replied

Hi @Eric Turner 

My investors have been happiest with https://www.sunwesttrust.com/.  I think as the manager of many companies working with cash partners, I've been happiest with these guys also. I think their fees are reasonable also. 

My investors have been unhappy with pensco.  But to be honest, pensco is ok, just slow, a little restrictive (which might be in your best interest) and a little difficult to deal with sometimes.  No serious problems with them from my view.

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