Looking for Referral for Self-Directed IRA Company

[Brian Braunhuber]

Hi Everyone, I'm leaving my job and have a 401k that I want to roll over into a Self-Directed IRA. Which companies would your recommend. I plan on investing in the Portland, Oregon area.

Thanks in advance for time and recommendations. 

[Justin Windham]

@Brian Braunhuber

I agree with @Cameron Skinner, the Solo 401k will likely be a better choice for you if you're eligible. Otherwise, the SD IRA is a great platform.

Compared to an IRA, Solo 401k contributions limits are roughly 10x higher and there is no custodial requirement for the 401k. You can take participant loans from the plan, you don't need the additional expense and administration of an LLC to have checkbook control, and there is a built in-Roth component. A spouse can also participate in the same plan, there are additional tax benefits compared to an IRA, and there is generally greater privacy. Finally, the plans are often quicker to setup and cost less money over time especially compared to most IRA LLCs.