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Results (651)
Aaron Burwick iPlan Group
31 July 2018 | 5 replies

Hi there. I'm new to the community and was wondering if anyone has heard of iPlan Group our of Westlake, OH? I'm considering using them as my SD IRA Custodian. Thanks!

Nasson Raymond AdvantaIRA for SDIRA & Solo 401K
18 December 2018 | 2 replies

Has anyone used AdvantaIRA in setting up and managing their Self-Directed IRA and/or Solo 401K?
If yes, what is your experience? Would you recommend them? The good and the bad?

Thanks for the feedback.

Nasson

Mark Servin Does anyone use an SDIRA to do Note Investing
15 June 2021 | 6 replies

Does anyone use an IRA to invest in Real Estate Notes. If yes, how has been your experience and what kind of returns are you getting. Is any one of the SDIRA companies better than the other in your experience. 

Chip Martin Self-Directed IRA Custodians
3 January 2022 | 2 replies

Hello BP Community!I am looking to convert my captive IRA (i.e., only allows me to invest in stock/bonds) to a self-directed IRA, so I can use those funds to purchase properties. Does anyone out there have any recomme...

Michinori Kaneko Self-directed IRA geared towards money lending
4 June 2023 | 9 replies

Hi BP Community,I have a pretty significant amount of 401k from my prior employers invested in mutual funds, but thinking about moving it into a self-directed IRA and lending out the money from it instead.  I wanted t...

Shaun Allison Private Money with Self Directed
24 May 2016 | 19 replies

I have someone that is wanting to invest in my company. They want to roll their retirement over to a Self Directed and we need advice. They were recommended by their financial advisor to talk to Pensco and so far they...

Zehua Zhou Does standard non-recourse Freddie Mac Commercial loan work for IRA accounts?
24 June 2024 | 8 replies

I understand that IRA loans need to be non-recourse. I talked to a commerical RE lender who does the Freddie Mac Commercial loans and his sample loan doc has the following language:Non-recourse to Borrower and Guarant...

Danny Garcia Self directed IRA Recomendations
5 August 2020 | 7 replies

Hey guys I am wanting to open up an Self directed IRA.. can I just go to any bank or is there any certain recommendations you guys can refer. Thanks

Paul I. Self Directed IRA Recommendations
13 December 2018 | 7 replies

Hello,I am starting the process to move my company IRA to a self directed IRA.Can you please provide recommendations for the best custodians for a self directed IRA.Thanks in advance for any recommendations.Cheers.......

Lourdes Sanchez Wise Rolling a Roth IRA over to a Self Directed IRA
21 February 2022 | 4 replies

Can someone recommend a good reputable company that holds SDIRAs? I’m looking to roll my Roth IRA over to a SDIRA and Fidelity does not (where I have my Roth).
Thanks