Kelly Taylor
Recommendations for a Self-directed Roth IRA Custodian - Equity Trust anyone?
22 December 2024 | 8 replies
Call the offices of some of the custodians that interest you and see how the phones are answered.
Kaushik Sarkar
SDIRA custodian for real estate investment in Dallas Fortworth
17 December 2024 | 6 replies
Quote from @Kaushik Sarkar: Hi,I am interested to talk to SDIRA custodians preferably local to the DFW Texas area to expand my investments in real estate.
Tina Artigliere
Quest Trust Suddenly Closed down Administration on their Solo 401K Plans
18 December 2024 | 17 replies
Instead of a custodian/administrator, find a facilitator (i.e. a third-party administrator).
Frank Alfano
New to BiggerPockets: Seeking Tips on Private Lending - Finding Multifamily Property
22 December 2024 | 12 replies
I collaborate with large custodian companies.
Colton Rickman
Renting to Community Living Program
3 December 2024 | 1 reply
This money is sent to a company that acts as the custodian and makes sure all the tenants bills are paid on time.
Lisa Eisenhauer
Need a bank that will set up a checking account for an LLC owned by a Roth IRA
13 December 2024 | 16 replies
So for anyone reading this, the difference between Titan (and Solera) vs. other national banks is that their application for a business checking account specifically asks if you are trying to set up an LLC checking account for an LLC owned by an IRA, and if you check "yes," then you have the opportunity to enter the IRA custodian's contact information and clearly identify that the IRA is the owner and that the manager of the account has 0% ownership interest of the LLC.
Marcus Robert
Self Directed IRA or Other regarding 401k
5 December 2024 | 4 replies
I understand that you need a custodian, I understand that you can only transfer the 401(k) once you have stopped working for the employer, and I understand that once you’re 55 years old, you can start accessing your 401(k) so here are my questions…1.)
Richard Nguyen
Experiences with SDIRA
29 November 2024 | 9 replies
Checkbook control bypasses the custodian.
Matthew Holden
SDIRA -- Friendly Banks Offering Interest
26 November 2024 | 6 replies
Worst case you can transfer the money from the current custodian into Fidelity and back and forth it would just create work for you and possible wiring fees....
Eamon Conheady
Do not use this lender!
22 December 2024 | 17 replies
@Erik EstradaThe crazy part was that when I had spoken with the Self Directed IRA custodian, Equity Trust Company, they had given me a list of lenders clients had previously used.