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Updated about 5 years ago,

User Stats

450
Posts
312
Votes
AJ Shepard
Pro Member
  • Real Estate Syndicator
  • Portland, OR
312
Votes |
450
Posts

Self Directed Retirement Plans

AJ Shepard
Pro Member
  • Real Estate Syndicator
  • Portland, OR
Posted

Hey BP Forums Users!

I wanted to start a discussion on Self Directed Retirement Plans.  I have a couple 401k plans that I have not rolled over into a Self Directed Account and am now starting to look at this option.  I'm curious if anyone has any experience with a company that is able to set them up or any suggestions on what to look at when selecting a Self Directed Account.  

Once set up, whats the best way to go about finding a Syndication to invest in as well?  We are starting to offer Syndication options, but I honestly have not looked at more than a couple deals from other companies and certainly don't have a good deal flow coming into my desk.

Any help on the subjects would be greatly appreciated!

  • AJ Shepard
  • Loading replies...