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Updated 18 days ago on . Most recent reply presented by

Joe DeFuria's profile image
Joe DeFuria's profile image
Joe DeFuria
  • Investor
  • from Jefferson, GA
  • Member since Apr 28, 2015
  • Posts 2
  • Votes 1
  • Experience 1 Yr
  • Investments 1

User Stats

2
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1
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Joe DeFuria's profile image
Joe DeFuria's profile image
Joe DeFuria
  • Investor
  • from Jefferson, GA
  • Member since Apr 28, 2015
  • Posts 2
  • Votes 1
  • Experience 1 Yr
  • Investments 1
Joe DeFuria
  • Investor
  • Jefferson, GA
1
Votes |
2
Posts
Tax, SDIRAs & Cost Segregation

Looking for SDIRA Provider

Joe DeFuria
  • Investor
  • 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!
 

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

User Stats

144
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162
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Julius Vincent's profile image
Julius Vincent's profile image
Julius Vincent
  • Tax Strategist | CPA, MBA + Wharton FP&A | CFO-Level Planning
  • from Houston, TX
  • Member since Jul 4, 2025
Julius Vincent
  • Tax Strategist | CPA, MBA + Wharton FP&A | CFO-Level Planning
  • Houston, TX
162
Votes |
144
Posts
Julius Vincent
  • 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
5.0 stars
4 Reviews

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