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Updated over 8 years ago on . Most recent reply

User Stats

53
Posts
6
Votes
Demjan Van Der Kach
  • Investor
  • Phoenix, AZ
6
Votes |
53
Posts

Bogleheads & note investing & IRA

Demjan Van Der Kach
  • Investor
  • Phoenix, AZ
Posted
Hello everybody! I am a boglehead who is transforming into real estate investing, specifically notes investing. I wonder if there are any bogleheads here?! Would be great to connect! I have not had chance to talk to any self-directed IRA providers and by researching their websites the fees seem to be quite high. I hate high fees! :)) What would be the "Vanguard" of self-directed IRA industry who is appropriate for the dynamic note investing? Let's say I put 50k in this IRA and buy 2-3 notes or partials. What would the annual fees and commissions? Any input is appreciated!

Most Popular Reply

User Stats

862
Posts
438
Votes
Darren Eady
  • Rental Property Investor
  • Lindon, UT
438
Votes |
862
Posts
Darren Eady
  • Rental Property Investor
  • Lindon, UT
Replied

I like Accuplan (American Estate and Trust).  After watching thousands of transactions go through companies I didn't particularly like (such as Equity Trust), I've had the best success with Horizon Trust and Accuplan agents.  I will refer you to an Accuplan agent if you like with options for low fees or total checkbook control - whichever you like better.  If you are only investing $50k total, you'll be better off paying less and having the custodian run the transaction(s) for you until the account is about $100k.  Let me know if I can help.

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