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Updated over 3 years ago,

Jason Brooks's profile image
Jason Brooks's profile image
Jason Brooks
  • from Covington, WA
  • Member since Apr 27, 2015
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14
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2
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Jason Brooks's profile image
Jason Brooks's profile image
Jason Brooks
  • from Covington, WA
  • Member since Apr 27, 2015
Connect
Jason Brooks
  • Covington, WA
2
Votes |
14
Posts
Tax, SDIRAs & Cost Segregation

SDIRA with checkbook control

Jason Brooks
  • Covington, WA
Posted

I was thinking about moving my current IRA that I use to invest in stocks and move it over to a SDIRA with checkbook control so I could invest in real estate instead. I did hear that if I plan on moving out of the state then it would be better to setup a trust instead. Can anyone elaborate on that statement , and is there any work arounds for this situation?

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