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Tax, SDIRAs & Cost Segregation

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Bruce Michaud
  • Real Estate Investor
  • Mesa, AZ
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SDIRA LLC can it open a brokerage account ?

Bruce Michaud
  • Real Estate Investor
  • Mesa, AZ
Posted Jan 27 2017, 05:51

So I'm trying to get a better return on the cash flow from my one rental. It's owned by the LLC that is owned by my SDIRA.

I reached out to a couple of the big names ( ie. scottrade, ameritrade, schwab ). I went thru an application process for ameritrade but they wanted my SSN as the 'authorized agent'. I wanted this account to just be linked to the LLC.

Any thoughts ? Am I being over protective of linking my personal SSN to the SDIRA LLC buisness ?

Thanks, 

Bruce

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