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Updated about 7 years ago,

User Stats

22
Posts
4
Votes
Gabriel C.
  • Rental Property Investor
  • Pomona, CA
4
Votes |
22
Posts

Custodian recommendation for Roth Ira investing in LLC

Gabriel C.
  • Rental Property Investor
  • Pomona, CA
Posted

In Podcast #211, Bob mentioned using his Roth to invest in his LLC. I've heard of doing this with a self-directed brokerage for a 401k/IRA and now I'm more curious about pursuing this because of money in a Roth. I'm curious if anyone recommends a custodian other than that Bob mentioned (Sun West Trust in NM) for accomplishing this.

Here is more information on the topic for those interested: https://www.biggerpockets.com/renewsblog/invest-real-estate-self-directed-IRA/

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