Agawam, MA · Member since 2018 · 12 posts · 1 vote
I'm new to BiggerPockets pockets and interested in sitting down with someone in the Springfield, MA and/or Hartford, CT area to discuss transitioning my traditional IRA to a SDIRA.
I’ve read through several of the forums on this topic and would greatly appreciate being directed to a professional who can advise on my specific account and goals.
Self-Directed IRA plans are a very specialty field. Expertise rather than locality will be a key factor you wish to evaluate when exploring the field. There are several providers active here on BP who can guide you on this topic and work with your local CPA.
Welcome to Bigger Pockets, you have found a great place to get started!!
As @Brian Eastman mentioned, there may not be an immediate expert in your area. If you would like, check out this list providers here. Keep in mind, most administrators/custodians of retirement accounts that deal with self-directed accounts are prohibited from providing "advice." What they can help you with is options for types of accounts you may be eligible for, and an explanation on how they differ from each other (rules, regulations, contribution limits). They can also help you understand if a deal will be prohibited or not, and provide options on structuring a deal. They can not tell you what to invest in, that must be your decision.
For advice on what specifically is best for you, you will want to speak with a professional who provides advice such as
what to invest in
terms of the deal
who to invest in
best investment classes
best locations
I would be happy to connect and answer any questions you may have. Best of luck