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Updated 4 months ago on . Most recent reply presented by

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Michael Martin
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Tax, SDIRAs & Cost Segregation

Transfer Roth/Trad IRA to SDIRAs

Michael Martin
Posted

Hello All!

I'm looking to transfer both my Traditional and Roth IRAs into SDIRAs and want to get a clear picture of the good, the bad, and the ugly. I'm interested in hearing experiences on what companies or custodians work best, what pitfalls to watch out for, and any red flags during the process. What should I be aware of in terms of fees, timelines, and potential compliance issues? Thanks in advance for any insights.

Mike

  • Michael Martin
    • San Diego, California
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    Joe Homs
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    Joe Homs
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    Joe Homs
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    Joe Homs
    • Flipper
    • Mission Viejo, CA
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    @Michael Martin reach out to @Dmitriy Fomichenko who is the expert in this area.

    Good Investing...

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