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Updated over 8 years ago on . Most recent reply

Stephen Sawrie's profile image
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Stephen Sawrie
  • Investor
  • from Spanish Fort, Alabama
  • Member since Sep 10, 2016
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Stephen Sawrie's profile image
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Stephen Sawrie
  • Investor
  • from Spanish Fort, Alabama
  • Member since Sep 10, 2016
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Stephen Sawrie
  • Investor
  • Spanish Fort, AL
15
Votes |
61
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Tax, SDIRAs & Cost Segregation

new to SD IRA

Stephen Sawrie
  • Investor
  • Spanish Fort, AL
Posted

1.  I am going with a gentleman by the name of Jeff Dixon with uDirect.  anyone out there have any information re: individual or company?

2. am leaning towards "checkbook control" with IRA purchase of LLC, which holds the properties. pros? cons?

thanks in advance

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Dmitriy Fomichenko
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  • Solo 401k Expert
  • Anaheim Hills, CA
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Dmitriy Fomichenko
#1 New Member Introductions Contributor
  • Solo 401k Expert
  • Anaheim Hills, CA
Replied

@Stephen Sawrie

I see that you are brand new here - welcome! 

I know Jeff and uDirect. They are legit. 

Checkbook IRA will give you "checkbook control" so you don't have to go through a custodian for every transaction. I prefer this setup.

  • Dmitriy Fomichenko
  • (949) 228-9393
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