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Updated about 10 hours ago on . Most recent reply presented by

Joe DeFuria's profile image
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Joe DeFuria
  • from Jefferson, GA
  • Member since Apr 28, 2015

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Joe DeFuria's profile image
Joe DeFuria's profile image
Joe DeFuria
  • from Jefferson, GA
  • Member since Apr 28, 2015
Joe DeFuria
  • Jefferson, GA
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Tax, SDIRAs & Cost Segregation

Looking for SDIRA Provider

Joe DeFuria
  • Jefferson, GA
Posted

I am considering a shift of a portion of my IRA funds into passive income syndications.

Are there any SDIRA providers you would recommend?  Can you please share positive and/or negative experiences? 

Thank you!
 

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Julius Vincent's profile image
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Julius Vincent
  • #1 Tax, SDIRAs & Cost Segregation Contributor
  • Tax Strategist | CPA, MBA + Wharton FP&A | CFO-Level Planning
  • from Houston, TX
  • Member since Jul 4, 2025

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Julius Vincent's profile image
Julius Vincent's profile image
Julius Vincent
  • #1 Tax, SDIRAs & Cost Segregation Contributor
  • Tax Strategist | CPA, MBA + Wharton FP&A | CFO-Level Planning
  • from Houston, TX
  • Member since Jul 4, 2025
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

Hi @Joe DeFuria - I highly recommend @Brett Synicky with Sense Financial. My clients are incredibly happy to have worked with him.

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Horizon Wealth & Tax Advisors
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