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 in these financing strategies. Would love to hear any success stories or negative feedback as well.
Call John Park @ PGI Self Directed. Top notch service, and excellent document services.
Truly self directed, and not hard to manage at all.
I use AMERICAN ira.
They are well versed in the law and keep me from jeapardizing my 'qualified status'. I liked that they are local to me as well.
I viewed the selection process much as I did my accountant. I wanted knowledge and someone slightly more conservative than I am.
I use pensco but they can't give legal advice. I'm happy with their service
A regulated Self-Directed IRA custodian cannot give tax, legal or investment advice, nor sell investment products. If you are working with a company that is doing this, they are most likely an unregulated facilitator, asset sponsor, or some other kind of financial advisory service, and not a custodian.
@Jamie Mathieu , are you looking for checkbook control?
I use IRA Services Trust Company. They have been in business since 1978 which is longer than then 90% of the self-directed IRA trust companies.