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Updated about 16 hours ago on . Most recent reply presented by

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Walter Daniel
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Looking to Do My First Self Directed IRA

Walter Daniel
Posted

Hi,

Experienced real estate investor looking to get into a Self Directed IRA. We have funds in a brokerage account and also on other rentals. Pretty experienced in rentals but looking to grow retirement savings. We are younger so don't want to touch the money. Buy home for cash, rent it out, invest the rental income in the market and repeat.

Any insight on the process would be great!!

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Julius Vincent
#1 Tax, SDIRAs & Cost Segregation Contributor
  • Tax Strategist | CPA, MBA + Wharton FP&A | CFO-Level Planning
  • Houston, TX
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Julius Vincent
#1 Tax, SDIRAs & Cost Segregation Contributor
  • Tax Strategist | CPA, MBA + Wharton FP&A | CFO-Level Planning
  • Houston, TX
Replied

@Walter Daniel- I recommend @Brett Synicky to help with your SDIRA. He's an expert, and my clients are extremely happy to have worked with him!

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Horizon Wealth & Tax Advisors
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