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Updated over 5 years ago on .
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Self Directed Retirement Plans
Hey BP Forums Users!
I wanted to start a discussion on Self Directed Retirement Plans. I have a couple 401k plans that I have not rolled over into a Self Directed Account and am now starting to look at this option. I'm curious if anyone has any experience with a company that is able to set them up or any suggestions on what to look at when selecting a Self Directed Account.
Once set up, whats the best way to go about finding a Syndication to invest in as well? We are starting to offer Syndication options, but I honestly have not looked at more than a couple deals from other companies and certainly don't have a good deal flow coming into my desk.
Any help on the subjects would be greatly appreciated!
Most Popular Reply
Solo 401k is the way only to go in my opinion especially if you want to invest in syndications.
@Mark Nolan @Dmitriy Fomichenko Those are my two go to guys. They go on every referral for a solo 401k.