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Updated over 9 years ago on . Most recent reply presented by

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84
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50
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Scott Raley
  • Real Estate Agent
  • San Jose, CA
50
Votes |
84
Posts

Seek a firm to set up a self-directed IRA in the Bay Area

Scott Raley
  • Real Estate Agent
  • San Jose, CA
Posted

Looking to move funds from a traditional, institutional SEP-IRA account into a self directed SEP-IRA to invest in Real Estate or Deeds of Trust. I'm seeking a firm that offers outstanding service, expertise and one that can guide me through this labyrenth of information. The government and institutions do not make this transitiion easy.

I'm currently invested in RE doing flips  and doing private money financing so I'm looking to more of an active rather than passive investor. 

Any quality referrals  for firms or individuals serving the South Bay Area in Northern California would be appreciated  

Most Popular Reply

User Stats

3,422
Posts
712
Votes
Jo-Ann Lapin
  • Loan Officer
  • Tustin, CA
712
Votes |
3,422
Posts
Jo-Ann Lapin
  • Loan Officer
  • Tustin, CA
Replied

Have you reached out to Pensco?

  • Jo-Ann Lapin
  • [email protected]
  • Loading replies...