I started investing in 2019, got my license in 2021 and was initially with a residential broker that was primarily focused on retail transactions (aka sales, purchases, leases, for regular end user folks). 

I would look for a custodian who does not charge a fee based on your assets.I normally see the costs being A one time set-up fee along with an annual reoccuring fee.The thing you want when opening up an SDIRA is that the return that you will make with alternative investments will be greater than the fee that is charged to you for the SDIRA plus the return you would have likely gotten with a regular IRA.

This seems like a lot of work to save 15% of $35k in taxes (Less than $5k.) especially if you have transfer taxes or title insurance, or you convert your long term 15% rate in to your son’s regular income tax bracket.I hate paying taxes as much as the next guy but this lemon isn’t worth squeezing.

Third, any interaction, especially sales, has the ability to be predatory if you're a predator.

A Mastermind Group by my definition is a small, regular meeting of peers and is free!

When we show up to more events or talk to him on phone calls and webinars(regularly, like every week), he KNOWS who we are and can communicate with us in a manner I have NEVER experienced before.

If you ever have a situation where your On Island Agent has to have interaction with your guests, you have to keep in mind this person is representing you. 

Love to engage and interact on BP, but geez are some of the people here ignorant when it comes to Crypto!

Especially a meet up on private lending, ADU additions are discussed regularly (new attendees looking for money for their ADU additions without being aware that no one there will lend on ADU additions).  

By structuring deals with regular refinancing, you can unlock the equity in your properties and access capital for future investments.