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Updated over 6 years ago on . Most recent reply

User Stats

4
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Michael Sutherland
  • Rental Property Investor
  • Wichita, KS
0
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4
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Self Directed IRA - Wichita

Michael Sutherland
  • Rental Property Investor
  • Wichita, KS
Posted

Anyone have experience with team members for a SDIRA (a bank, CPA, attorneys) in Wichita Ks?

MEssage me if you prefer not to post it here...  THANKS

  • Michael Sutherland
  • Most Popular Reply

    User Stats

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    Dmitriy Fomichenko
    #1 New Member Introductions Contributor
    • Solo 401k Expert
    • Anaheim Hills, CA
    6,240
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    Dmitriy Fomichenko
    #1 New Member Introductions Contributor
    • Solo 401k Expert
    • Anaheim Hills, CA
    Replied

    Hello Michael,

    self-directed retirement accounts is a niche that most banks, CPAs and attorneys know nothing about. So rather than looking for someone local look for someone with experience and great customer service as you will need to rely on the support from such professional as you learn the ropes so to speak. There are several providers here on the forum, ask for recommendation from others who used such services. The location should be of the last importance. 

    • Dmitriy Fomichenko
    • (949) 228-9393
    business profile image
    Sense Financial Services LLC
    4.9 stars
    166 Reviews

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