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Updated about 5 years ago, 11/01/2019

User Stats

15
Posts
0
Votes
Dale Snider
Pro Member
  • Investor
  • Paradise, TX
0
Votes |
15
Posts

Syndication with a Self Directed Roth IRA

Dale Snider
Pro Member
  • Investor
  • Paradise, TX
Posted

BP Teammates, I've an opportunity to buy into a large syndication deal and I want to use my Roth IRA. I'm currently looking at all the BP posts about SDIRAs and have not yet seen one discussing buying into a syndication. I don't think I would need The services of a checkbook IRA and I'm not looking for a lot of interaction with the custodian. I think I'll need to set up the account and receive investment contributions monthly or quarterly for 5+ years. I need to select a custodian, talk it over with my CPA and REI lawyer... any recommendations on a custodian or steps I'm missing? Thank you in advance!

  • Dale Snider
  • 9402681190
  • Loading replies...