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Updated almost 7 years ago,

User Stats

5
Posts
1
Votes
Brent Bell
  • Scituate, MA
1
Votes |
5
Posts

Self Directed IRA: Feedback on IRA Services Trust Co.

Brent Bell
  • Scituate, MA
Posted

Hi everyone! I am newbie here at BP and thank all of you for your advice and wisdom! I work in the investment management industry, so basically my entire wealth (W-2, 401K, IRAs, 529s, HSA) is tied to the performance of the stock market. I have made the commitment to liquidate one of my IRAs and move it to a note fund as a first step in my real estate journey. As this note fund would be a single asset that would be held for 3 years, I am looking for a "buy and hold" SDIRA where I can keep fees low. In reviewing the fee schedules of about 5-6 providers, IRA Services Trust Company came out the winner in my spreadsheet. I will call them tomorrow to do my due diligence, but in the interim, investor feedback on the company would be greatly appreciated!

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