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Updated almost 9 years ago on . Most recent reply

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Susan Franey-Bascom
  • Pacific Northwest
6
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20
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Recommendations for Phoenix AZ

Susan Franey-Bascom
  • Pacific Northwest
Posted

Looking for some recommendations on a Self Directed IRA custodian in Phoenix, AZ.

Most Popular Reply

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Dmitriy Fomichenko
#1 New Member Introductions Contributor
  • Solo 401k Expert
  • Anaheim Hills, CA
6,235
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17,845
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Dmitriy Fomichenko
#1 New Member Introductions Contributor
  • Solo 401k Expert
  • Anaheim Hills, CA
Replied

@Susan Franey-Bascom

First, you don't need a custodian who is local. The location would probably be on the bottom of the list of importance, you need to look at other factors such as experience, quality for client service, etc.

Second, as a self-employed real estate professional you should consider self-directed Solo 401k, which is much more superior to an IRA for several major reasons, you can read more on this blog post: http://www.biggerpockets.com/blogs/2810/blog_posts...

  • Dmitriy Fomichenko
  • (949) 228-9393
business profile image
Sense Financial Services LLC
4.9 stars
166 Reviews

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