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Results (2618)
Bob Razler SDIRA | Institution Recommendations
12 August 2017 | 15 replies

Hello:As I proceed down my learning path, and as I continue to analyze deals, make offers, get rejected, feel sadness.....lather-rinse-repeat....I was intrigued by SDIRA's.I have a rollover IRA with enough money in it...

Jim Chung self- directed IRA vs solo IRA
17 September 2016 | 12 replies

im curious what is the difference between these 2 IRA in regarding property investment under IRA rule?here are many custodian who would open the account for you. the problem i know is the fee/ mainteance charge fro...

Mel Hayes Self Directed IRA My Mind Is Spinning
8 December 2021 | 6 replies

Hey BP, So I'm looking into how to lend on deals and fund my own deals with my IRA.  Currently my IRA is under JP Morgan.  I called them and asked the naive question of how can I fund real estate investments using my ...

Chai Jonn Self Directed IRA LLC/ Solo 401k for Real Estae investment
22 January 2019 | 25 replies

Hello Folks,I am trying to get some clarity on how to proceed with Self Directed IRA. I have a ROTH IRA at Vanguard and ROTH 401K  at T Rowe. I like to combine these both into either  a Self Directed IRA or Self Direc...

David Davidson Self Directed SEP IRA
10 April 2018 | 3 replies

Hi BP community.   I've been reading about the pros & cons of self directed IRAs, and looking to see if anyone has a recommendation for an expert that is familiar with the differences between a company based SEP I...

George Leeman Self Directed Roth IRA/401k Providers?
4 June 2018 | 3 replies

Does anyone know a good self directed ira and 401k provider that also allows stock/bond/good investments that has Roth options and may even allow loans to be taken against it? I use quest ira and they don’t allow stoc...

Paul Leech Recommended Solo 401K companies?
3 December 2018 | 9 replies

I am planning to roll-over about $100k to a SDIRA (solo 401k) In ordwr to purchase a property. There are so many companies to choose with different rates. Looking for a recommendation from someone who has done this.
...

Mina Skoutelakis Request for input/experience with Self Directed IRA companies
3 September 2021 | 2 replies

Hi,I'm a newbie from the SF Bay Area.  I'm looking at opening a Self Directed IRA to buy my first out of state property.  I've been talking with and researching various SDIra companies, but still feel uncertain who to...

Kaaren Hall Maximize Your Retirement Wealth: Guide to Rollovers into Self-Directed IRAs
17 December 2023 | 1 reply

Embarking on the journey to financial freedom in retirement? This guide you through the ins and outs of rolling over your old employer’s retirement plan into a self-directed Individual Retirement Account (IRA). Thi...

Mark S. 12/31 Valuations for Self-Directed Accounts
13 December 2017 | 2 replies

When is it appropriate to report the 12/31 value for self-directed retirement accounts?

Obviously with traditional types of retirement accounts there’s an actual market value at close of market on 12/31. What abou...