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Tax, SDIRAs & Cost Segregation

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Manuel Segarra III
Pro Member
  • Denver, CO
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23
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SOLO 401(K) instead of Self Directed IRA

Manuel Segarra III
Pro Member
  • Denver, CO
Posted Oct 8 2019, 20:23

Greetings BP !

Want to use some of my retirement funds to invest !

Wanted to go with Self Directed IRA but that seems cumbersome and having someone between me and money is slow and I don't feel like I am in control of my money ... Found the Solo 401(k) plan which gives me direct control of the checkbook without needing someone else's control or permission !

Does anyone have experience with Sense Financial ?  I know they are a "preferred" business, listed here in BP under the Pro forums.

However, doing my own Due Diligence, hope someone can share an experience or opinion on this company.  They are not accredited with the BBB .... Hmmm ... Looking for some insight !

Thank you in advance !


Respectfully,

Manny3

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