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Updated over 6 years ago,

Dave Bolduc's profile image
Dave Bolduc's profile image
Dave Bolduc
  • Investor
  • from North Haven, Connecticut
  • Member since Aug 5, 2016
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User Stats

30
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13
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Dave Bolduc's profile image
Dave Bolduc's profile image
Dave Bolduc
  • Investor
  • from North Haven, Connecticut
  • Member since Aug 5, 2016
Connect
Dave Bolduc
  • Investor
  • North Haven, CT
13
Votes |
30
Posts
Tax, SDIRAs & Cost Segregation

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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