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Updated almost 5 years ago,

Casey Rolland's profile image
Casey Rolland's profile image
Casey Rolland
  • Investor
  • from Port Townsend, WA
  • Member since Oct 19, 2014
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User Stats

103
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50
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Casey Rolland's profile image
Casey Rolland's profile image
Casey Rolland
  • Investor
  • from Port Townsend, WA
  • Member since Oct 19, 2014
Connect
Casey Rolland
  • Investor
  • Port Townsend, WA
50
Votes |
103
Posts
Tax, SDIRAs & Cost Segregation

Partnering btwn SD-IRA and your Cash in Equity Trust?

Casey Rolland
  • Investor
  • Port Townsend, WA
Posted

I went to a seminar held by Equity Trust yesterday which was very comprehensive and I picked up some New Info about buying a property with money combined btwn your SD-IRA & your Cash. I have traditional IRA in Equity Trust since 2016, and mostly it has been doing well (there were some glitches I had to figure out...). Have anyone done this type of deal? Can you please share how well it went vs. any pitfalls to avoid?

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