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Updated almost 6 years ago on . Most recent reply

Alexis Bliss's profile image
Alexis Bliss's profile image
Alexis Bliss
  • Real Estate Agent
  • from Syracuse, NY
  • Member since May 20, 2018
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17
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14
Votes
Alexis Bliss's profile image
Alexis Bliss's profile image
Alexis Bliss
  • Real Estate Agent
  • from Syracuse, NY
  • Member since May 20, 2018
Connect
Alexis Bliss
  • Real Estate Agent
  • Syracuse, NY
14
Votes |
17
Posts
Tax, SDIRAs & Cost Segregation

Seeking SDIRA/40ak w/ Loan Function

Alexis Bliss
  • Real Estate Agent
  • Syracuse, NY
Posted

This topic has been around forever, but it's now 2019 and the landscape continuously changes. I'm looking for a self-directed IRA which will let me hold a variety of asset classes (I currently hold cash, a mortgage note, and real estate) and offer 401k-style loan functionality (perhaps through a third party). Any suggestions?

I have assets to roll over from iPlan Group (SDIRA) and Ascensus (401k).

Thanks!

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Alexis Bliss's profile image
Alexis Bliss's profile image
Alexis Bliss
  • Real Estate Agent
  • from Syracuse, NY
  • Member since May 20, 2018
Connect

User Stats

17
Posts
14
Votes
Alexis Bliss's profile image
Alexis Bliss's profile image
Alexis Bliss
  • Real Estate Agent
  • from Syracuse, NY
  • Member since May 20, 2018
Connect
Alexis Bliss
  • Real Estate Agent
  • Syracuse, NY
14
Votes |
17
Posts
Alexis Bliss
  • Real Estate Agent
  • Syracuse, NY
Replied

Correct, Brian.  I'm looking to find the same functionality coupled with much better customer service.

1 Vote
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