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Updated almost 7 years ago on . Most recent reply

User Stats

43
Posts
8
Votes
Jason Moran
  • Emergency Room RN
  • Magnolia, TX
8
Votes |
43
Posts

Need a CPA to help with Self Directed IRA

Jason Moran
  • Emergency Room RN
  • Magnolia, TX
Posted
Hello everyone! I recently contracted 2 properties in the Houston area that I’m looking to use my 401k as down payment. I’m looking for a CPA to make the conversion to a Self Directed 401k or IRA and knew this would be the place to go for referrals. Thanks in advance

Most Popular Reply

User Stats

67
Posts
33
Votes
Juan Monge
  • Investor
  • Pearland, TX
33
Votes |
67
Posts
Juan Monge
  • Investor
  • Pearland, TX
Replied

Hi @Jason Moran,

@Dmitriy Fomichenko may be able to help.

A couple other items to keep in mind: these conversions typically take weeks and you should factor that into your contract and, if you haven't already done so, familiarize your self with the rules and impacts of using leverage in combination with your IRA.

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