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Updated over 9 years ago on . Most recent reply

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Debbie Hug
  • Investor
  • Dallas, TX
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SDIRA

Debbie Hug
  • Investor
  • Dallas, TX
Posted

accessed this site to learn about other companies who do self directed ira's  currently use UDirect  & like them but not their fee schedule for rental properties. As someone mentioned, $10 per transaction adds up, & their fees are going up ($25 if check doesn't go straight to vendor) .  They do not provide an accounting of your cash flow, re deposit uncashed checks, etc  they will not honor checks after 90 days ( normal procedure) but will not credit your account either  you must pay a $50 fee to stop payment & have $ put back in your acct .  I do like their customer service  I work with Eric who is very responsive, & Kaaren is also available  

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Mark Nolan
  • Professional
  • Carlsbad, CA
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Mark Nolan
  • Professional
  • Carlsbad, CA
Replied

@Debbie Hug

Have you looked into the IRA LLC or the solo 401k? The following bigger pockets blog post compares the two.

https://www.biggerpockets.com/blogs/3441/blog_post...

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