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Haresh Melwani
  • Investor
  • Wilmington, NC
8
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17
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Best Low Cost Self-Directed IRA Provider/Custodian

Haresh Melwani
  • Investor
  • Wilmington, NC
Posted

Hello BP family,

I am looking for recommendations on best low cost providers/custodians for Self-Directed IRA or Solo 401k or Checkbook IRA. I realize that these might be considered 3 different products and not all providers offer all 3. I mentioned these 3 as I have not decided which is best for me yet. I plan to rollover from my employer's 401k to one of the above. Later in 2019, I plan to convert to a Roth Self-Directed IRA or a Roth Solo 401k. I know that I will pay taxes on the conversion. However, my tax bracket in 2019 will be much lower than it currently is. Thanks for reading and commenting in advance.

Most Popular Reply

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2,072
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1,383
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Carl Fischer
  • Rental Property Investor
  • Ambler, PA
1,383
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2,072
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Carl Fischer
  • Rental Property Investor
  • Ambler, PA
Replied

@Haresh Melwani

If you convert to a Roth IRA you cannot move it to a Roth 401k. Otherwise take your time and talk to several custodians/administrators and probably those that do all 3 and also invest in real estate.

  • Carl Fischer
  • [email protected]
  • 215-283-2868
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