How do I? Roth 401k and Roth IRA

[Aleks Gifford]

I currently have a Roth 401k and a Roth IRA. I need somebody local who can help me figure out how to put those funds to work in REI. Any advisors in INDY that members can refer me to?

[Brian Eastman]

@Aleks Gifford

When you say you are looking for someone to help, are you looking for help getting the 401k and IRA into a self directed plan that can invest in real estate, or do you have self directed plans and are seeking help investing with those funds?

To my knowledge, there is no sizable firm offering self directed plan services in the Indy area.  This is a pretty specialized field with a handful of reputable firms (and some not so great, as with any field).  Expertise and quality of service will definitely trump geography when it comes to selecting a provider of self directed plans.