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Updated over 2 years ago on . Most recent reply

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97
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Jim Peret
  • Investor
  • Delafield, WI
65
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97
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Dividend fund for Syndications

Jim Peret
  • Investor
  • Delafield, WI
Posted

Does anyone know any Syndicators that have a dividend fund. They're more tax efficient for SD IRA's. They typically run them parallel to their standard fund. I'm invested in one like but would like another to diversify.

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Basit Siddiqi
#3 Tax, SDIRAs & Cost Segregation Contributor
  • Accountant
  • New York, NY
3,695
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8,153
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Basit Siddiqi
#3 Tax, SDIRAs & Cost Segregation Contributor
  • Accountant
  • New York, NY
Replied

There are a couple of High Yield Dividend ETF's

Why go with a syndication over an ETF in this situation?

The ETF may potentially earn less than the private fund/Syndication.
However, the ease of selling the investment will likely out-weigh that benefit.

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Basit Siddiqi CPA
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