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Updated 6 months ago on . Most recent reply

User Stats

16
Posts
6
Votes
James Floyd
  • Investor
  • Tyrone, GA
6
Votes |
16
Posts

Checkbook 401K reviews

James Floyd
  • Investor
  • Tyrone, GA
Posted

I am trying to decide on which company to use for a checkbook controlled solo 401K. I have read most of the discussions and cannot find a clear winner. I already have an Equity Trust account with an old Roth IRA but they do not offer checkbook control. I am rolling 401k over from a previous employer to fund the SD solo 401k. I am self employed with two other businesses so the checkbook option shouldn't be a problem.

I am looking at the following.

iRA123 or Safeguard, Sense Financial, Broad Financial, and IRA financial group.

If there are any better companies please let me know. I am reviewing them all (due diligence). 

Thanks in advance. 

James

Most Popular Reply

User Stats

28
Posts
11
Votes
Leah M.
  • Investor
  • El Segundo, CA
11
Votes |
28
Posts
Leah M.
  • Investor
  • El Segundo, CA
Replied

i use sense financial. I'm very happy with them. I previously had a self directed IRA with Entrust and had numerous issues mostly related to the time it takes then to process requests, which can potentially cause you to lose out on deals.

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