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Updated over 8 years ago on . Most recent reply

User Stats

35
Posts
16
Votes
Blake Elder
  • Professional
  • Wasilla, AK
16
Votes |
35
Posts

What Self Directed Custodian do you recommend?

Blake Elder
  • Professional
  • Wasilla, AK
Posted

Good afternoon! My wife and I are interested in rolling our Roth IRA into a self directed account. We would like to be able to do buy & hold investing as well as note purchasing with this account. What experience do you have with each of the companies? Is there one you prefer? I am looking into Entrust and Equity Trust Company at this point. Any other recommendations?

  • Blake Elder
  • Most Popular Reply

    User Stats

    116
    Posts
    42
    Votes
    Connor Maloney
    • Real Estate Investor
    • Anchorage, AK
    42
    Votes |
    116
    Posts
    Connor Maloney
    • Real Estate Investor
    • Anchorage, AK
    Replied

    @Blake Elder, @Dmitriy Fomichenko is the guy you are looking for from the post earlier. He is very knowledgeable on self-directed retirement accounts with his company Sense Financial Services, LLC (http://www.sensefinancial.com/). I am currently setting up a Solo 401k with them that should be funded this week. They have made the process very easy and Dmitriy and his team make themselves very available for any questions you may have. Dmitriy is also very active in the forums with posts/articles about self-directed retirement accounts.

  • Connor Maloney
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