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Updated almost 7 years ago on . Most recent reply presented by

User Stats

30
Posts
13
Votes
Dave Bolduc
  • Investor
  • North Haven, CT
13
Votes |
30
Posts

Looking at Strata Trust for a self-directed IRA, comments?

Dave Bolduc
  • Investor
  • North Haven, CT
Posted
Hi I have read several posts and done my own due diligence for my self-directed IRA. I have a 401k I want to roll over so I can buy real estate with my retirement money. I have narrowed my search down to Pensco SunWest and Strata. Fees are very different. Feedback on customer service, transaction efficiency, fees (disclosed and surprise) would be appreciated. Thank you in advance! Dave

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