Tyler James
Recommendations for Self Directed IRA Roth?
I have a self directed Roth IRA with Fidelity, however, I can invest in anything but real estate. Any suggestions for banks of firms that have a good self directed Roth options I could roll it over to?
David Davidson
Self Directed SEP IRA
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...
Manmath D.
Switching to SDIRA, finding sponsors and getting into MF
I wanted to know your thoughts on this. I was thinking of moving close to $200k from an old 401k account into SDIRA. I’m not much familiar with SD custodians. Only one I know is Speciaized trust company. Do they vary...
Marija Sparano
SDIRA custodial referrals
My husband and I are interested in investing in a syndication as limited partners using his IRA from his old job. To do so, we need to transfer his money to a SDIRA account.Can anyone refer a great custodial we can wo...
Chris Taualii
Where does the self directed IRA go to if someone wants to invest
Hello BP. I have someone who is interested in investing his self directed IRA. If it's used for real estate, does it go directly to an escrow account with the title company? Can somebody please elaborate on this? ...
Edward Ng
Solo 401K and SDIRA
Hi,Has anyone set up a Solo 401K under a S corp? I already have a S corp. Would like some advice.My objective is to roll traditional IRA (contributions unrelated to the S corp and held at Chase currently) over to the ...
David Campbell
Questions about SDIRA
I have become more interested about SDIRAs after seeing them advertised in BP's Wealth magazine and more recently after reading Matt Faircloth's book "Raising Private Capital" and have a few questions. I am looking to...
Tony C.
Combining retirement funds of family into 1 solo 401k
I'm looking to combine my own as well as my sister's retirement funds to invest in real estate via a solo 401k under my name. She is fine with us combining funds and investing under a single entity belonging to me. Th...
Tom Arttus
What’s the best way to leverage 401K’s to buy rental properties?
Hi BP group,I, and I’m sure many, have a lump sum of money in a 401K/IRA. I currently have my money is a self directed IRA and use it for hard money loans. I flip the funds and do well with this strategy. However idea...
Bradley Miller
Need advice on investing with a self-directed IRA.
Currently I have a traditional IRA in my Fidelity account sitting in cash that I would like to use to invest in a cre syndication or maybe a note or debt fund... but first I would need transfer funds into a self direc...