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Updated about 2 months ago on . Most recent reply presented by

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95
Posts
67
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Thomas Talbert
  • Property Manager
  • Austin, TX
67
Votes |
95
Posts

Looking to Set up a Self Directed Roth

Thomas Talbert
  • Property Manager
  • Austin, TX
Posted

Howdy Everyone, 

I am looking to open a self directed Roth IRA to start investing in businesses I am close to. I would like to get coffee or lunch with someone near me to discuss what my limitations are and how to properly fund and structure deals. I have a sloth of opportunities to potentially deploy capital and need some guidance on how to manage it accordingly.

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Prime Properties
4.5 stars
240 Reviews

Most Popular Reply

User Stats

851
Posts
486
Votes
Brett Synicky
  • Solo 401k and SDIRA Consultant
  • Orange, CA
486
Votes |
851
Posts
Brett Synicky
  • Solo 401k and SDIRA Consultant
  • Orange, CA
Replied

@Thomas Talbert

You’re excluding some good opportunities to connect with people if you limit yourself to in person only? Are you against a Zoom call? You can drink coffee if you want. ;)

What would you like to invest in? Determine whether you want a checkbook IRA for easier and less costly investing. 

  • Brett Synicky
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