I need some expert advise.  A few years ago I rolled over my regular 401k into a self-directed solo 401k.  I am the trustee of this 401k.  I have no employees.  Last year I turned 60 and used some of the funds to pay ...

What does of a client of mine need to do in order to turn their funds into self-directed funds so they can invest? They want to invest in several opportunities we have but self-directed IRA etc... is not my expertise....

I went with PGI Agency (pgiselfdirected.com) 7'ish years ago and was happy. I am definitely not happy now. I went through a divorce and need the QDRO form. The plan specifies "Participants and beneficiaries can obtain...

I know there has been some great threads on this topic already on how this works.  Thank you to the contributors to those-very helpful!  I am specifically looking for referrals of reputable companies that are versed i...

any recommendations for custodian for self directed IRA in the Raleigh NC area?

I recently heard on a podcast that you could use money from a self directed IRA as earnest money for a wholesale deal, and then when you flip or assign the contract, the money you make from it would be tax free appare...

I have already hit FIRE and and am well below official retirement age. I am looking to keep investing into a ROTH IRA preferably having one of my LLC make an employee contribution on my behalf. First is this possible/...

I have heard that it’s possible to set up a self directed 401K or IRA that you can use to invest in your own real estate tax free. I am wondering if anyone has done this? It seems too good to be true. Each week I set ...

Hello!I want to move my Roth into an Self Directed. Does anyone know any companies in Virginia or can recommend someone you are already working with/ popular companies?Thank you,Krissie

I have a self-directed IRA and we have found a property that I need to rehab as my self-directed IRA does not have sufficient funds I have entered into a partnership with an individual and we are going to go 50 50. On...