Syndication using SDIRA $

[Brad Herb]

I have an opportunity to invest in a syndication. Initially I was planning to withdraw Roth IRA $ to invest. However, the sponsor said there is an option to invest in the syndication with a SDIRA. I am interested to know the advantages and disadvantages of using a SDIRA. Do the tax advantages outweigh the SDIRA related fees (ie setup, custodian, transaction, asset specific, administrative)? I appreciate any input. thanks!

[Michael Plaks]

Quote from @Brad Herb:

I have an opportunity to invest in a syndication. Initially I was planning to withdraw Roth IRA $ to invest. However, the sponsor said there is an option to invest in the syndication with a SDIRA. I am interested to know the advantages and disadvantages of using a SDIRA. Do the tax advantages outweigh the SDIRA related fees (ie setup, custodian, transaction, asset specific, administrative)? I appreciate any input. thanks!

What is your goal? Money for today or money for retirement?

If you have your current needs covered and are investing for the long future, i.e. retirement - then Roth IRA is absolutely the way to go. You will avoid all taxes on the profits from this syndications.