Tax attorney for solo 401k vs self directed IRA

Tax attorney for solo 401k vs self directed IRA

Real Estate Professional · Waco, TX · Member since 2015 · 17 posts · 9 votes

Looking to start a solo 401k to purchase some properties in. I would like a referral to someone who deals with financial planning for RE investors. It seems like everyone I talk to locally, in Waco, does not understand it.

thanks

0Reply
11 views

3 Replies

Jump to latestLatest
  • Justin WindhamPro Member
    Banker · Nationwide · Member since 2015 · 4k+ posts · 1k+ votes
    10y

    Hi @Jake Russell

    Are you looking for a tax attorney, a financial planner, or a 401k or IRA provider? Perhaps all of the above? It is not uncommon to have to seek providers outside of your area when looking into these specialized fields.

  • Professional · Carlsbad, CA · Member since 2012 · 12k+ posts · 1k+ votes
    10y

    @Jake Russell

    Try Ed Slott CPA . He has a large network of CPAs nationwide who specialize in retirement accounts. 

  • Investor · Argyle, TX · Member since 2015 · 2 posts · 0 votes
    10y

    I used David Cole - FreedomFirst401K.com.  He's out of AZ.  

Join the conversationCreate a free account to reply, vote on answers and follow this thread.