Self-Directed IRA / Solo 401(k) with Investment Guidance

[Mark S.]

I see several different SD 401(k) and SD IRA companies (with checkbook control) being recommended in the forums which is great but also makes it hard to choose.

Are there any companies that can set up self directed vehicles but also assist you with various types of investments? I would like to use my 401(k) or IRA to invest in real estate notes, tax liens, and perhaps peer-to-peer lending. I'm not yet comfortable with jumping into these types of investments on my own.

[Bryan C.]

@Mark S., what @Brian Eastman said is very true.  Most of the main players do a good job at providing guidance & assistance in purchases.  I have Equity Trust, but there are several others that are very good.  Make sure you know differences between Solo 401k & SDIRA....if u can do the Solo 401k that is the better route to go.