What Self Directed Custodian do you recommend?

Tax, SDIRAs & Cost Segregation
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What Self Directed Custodian do you recommend?

Blake ElderBusiness Member
Professional · Wasilla, AK · Member since 2014 · 35 posts · 16 votes

Good afternoon! My wife and I are interested in rolling our Roth IRA into a self directed account. We would like to be able to do buy & hold investing as well as note purchasing with this account. What experience do you have with each of the companies? Is there one you prefer? I am looking into Entrust and Equity Trust Company at this point. Any other recommendations?

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Connor Maloney
Real Estate Investor · Anchorage, AK · Member since 2015 · 117 posts · 42 votes
10y

@Blake Elder, @Dmitriy Fomichenko is the guy you are looking for from the post earlier. He is very knowledgeable on self-directed retirement accounts with his company Sense Financial Services, LLC (http://www.sensefinancial.com/). I am currently setting up a Solo 401k with them that should be funded this week. They have made the process very easy and Dmitriy and his team make themselves very available for any questions you may have. Dmitriy is also very active in the forums with posts/articles about self-directed retirement accounts.

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  • Steve Karp
    Investor · Los Angeles, CA · Member since 2016 · 41 posts · 27 votes
    10y

    @MarkNolan   I believe they do.   I apologize for the delayed response. 

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