Tax, SDIRAs & Cost Segregation
Market News & Data
General Info
Real Estate Strategies

Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal



Real Estate Classifieds
Reviews & Feedback
Updated almost 2 years ago on .
Most recent reply
presented by

Looking into SDIRA custodian any recommendations/warnings
We currently have IRA Services Trust and it's been working on the very passive deals, although I find them slow to respond. I don't see them being a fit for a more active investor (could be wrong). I am considering Equity Trust but don't know if they are as good as they say. So far they provide tons of education and webinars on how to grow a Roth account and that's my primary focus. Any personal experience with them and/or others.
Most Popular Reply

@Dominique Pradel-Lewis I would agree with what the others are telling you here so far, and that is from a User perspective.
When I set up my SDIRA and SOLO401K, I talked to quite a few providers. Both the larger ones you mentioned and several here on BP including @Carl Fischer, @Brian Eastman & @Dmitriy Fomichenko.
Ultimately I choose Dmitriy, but I can say that ALL of the ones I talked to from here on BP seemed MUCH more responsive and helpful than the larger companies I talked with. So to me, it was easy to weed out quite a few right away, and then be able to pick from 'several good choices'.
I would also encourage you to look into the 'checkbook model' of doing things. I can't imagine doing buy-n-hold rentals without that, which is 95%+ of what we do.
Dan Dietz