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Updated over 1 year ago on . Most recent reply presented by

Jake Cyeed's profile image
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Jake Cyeed
  • from Los Angeles
  • Member since Feb 13, 2024
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Jake Cyeed
  • from Los Angeles
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Jake Cyeed
  • Los Angeles
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Tax, SDIRAs & Cost Segregation

Anyone with a Checkbook Trust SDIRA in California?

Jake Cyeed
  • Los Angeles
Posted

Does anyone recommendation a custodian who set theirs up for them?


(Using a Trust, instead of an LLC, is recommended by many to avoid the mandatory $800 annual California FTB fee charged on LLCs)

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Joe Homs
  • Flipper
  • from Mission Viejo, CA
  • Member since Apr 3, 2014
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Joe Homs's profile image
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Joe Homs
  • Flipper
  • from Mission Viejo, CA
  • Member since Apr 3, 2014
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Joe Homs
  • Flipper
  • Mission Viejo, CA
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Joe Homs
  • Flipper
  • Mission Viejo, CA
Replied

@Jake Cyeed I have had a checkbook 401K for nearly 10 years now.  Reach out to @Dmitriy Fomichenko who is the best in the business.

Good Investing...

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