Self Directed IRA: Feedback on IRA Services Trust Co.
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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#1 New Member Introductions Contributor
- Solo 401k Expert
- Anaheim Hills, CA
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#1 New Member Introductions Contributor
- Solo 401k Expert
- Anaheim Hills, CA
Brent, welcome to BiggerPockets and congratulation on the start of your 'alternative investments' journey!
If you are looking to simply make a single investment into a note funds they will be good fit. We have been using them as a custodian for our Checkbook IRA clients for the last eight years and had no reason to look for another trust company.