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Updated 3 months ago, 08/07/2024

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David Krulac
  • Mechanicsburg, PA
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For Real Estate Investing, who do you recommend as self directed SOLO 401K custodian

David Krulac
  • Mechanicsburg, PA
Posted

Looking for new custodian as the existing custodian is going out of business, any suggestions, what are the fees, and ease of operating.

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Chris Seveney
Lender
Pro Member
  • Investor
  • Virginia
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Chris Seveney
Lender
Pro Member
  • Investor
  • Virginia
ModeratorReplied
Quote from @David Krulac:

Looking for new custodian as the existing custodian is going out of business, any suggestions, what are the fees, and ease of operating.

check out

@dmitriy fomichenko or @Brian Eastman

  • Chris Seveney
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7e investments
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Brett Synicky
Pro Member
  • Solo 401k and SDIRA Consultant
  • Orange, CA
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693
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Brett Synicky
Pro Member
  • Solo 401k and SDIRA Consultant
  • Orange, CA
Replied
Quote from @David Krulac:

Looking for new custodian as the existing custodian is going out of business, any suggestions, what are the fees, and ease of operating.


 Are you looking to eliminate the custodian through checkbook control or maintain the full custodial style Solo 401(k)?  I encourage you to check out checkbook control if you aren't familiar with it.  

  • Brett Synicky
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