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Tax, SDIRAs & Cost Segregation

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Jillian Johnson
  • Homeowner
  • Brooklyn, NY
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17
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Setting up a SDIRA - Need help

Jillian Johnson
  • Homeowner
  • Brooklyn, NY
Posted Feb 5 2016, 07:15

I currently have some money in an old 401K and a traditional IRA that I would like to roll over into a SDIRA. I am doing a lot of reading on how to use these funds but I really need to find someone to work with that will make sure I do everything right and not get myself into trouble.

Does anyone have any recommendations of people and companies they have worked with in the past that has helped them. 

Thanks 

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