Skip to content
×
Pro Members Get
Full Access!
Get off the sidelines and take action in real estate investing with BiggerPockets Pro. Our comprehensive suite of tools and resources minimize mistakes, support informed decisions, and propel you to success.
Advanced networking features
Market and Deal Finder tools
Property analysis calculators
Landlord Command Center
ANNUAL Save 16%
$32.50 /mo
$390 billed annualy
MONTHLY
$39 /mo
billed monthly
7 day free trial. Cancel anytime
Tax, SDIRAs & Cost Segregation
All Forum Categories
Followed Discussions
Followed Categories
Followed People
Followed Locations
Market News & Data
General Info
Real Estate Strategies
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Real Estate Classifieds
Reviews & Feedback

Updated over 4 years ago on . Most recent reply presented by

User Stats

22
Posts
6
Votes
Ian Green
  • Lakewood Ranch, FL
6
Votes |
22
Posts

Low Cost SDIRA Custodian (Small balance)

Ian Green
  • Lakewood Ranch, FL
Posted

Having a hard time finding a low cost SDIRA custodian for a reasonably small balance. I do not want to move existing IRA funds out of the stock market but want to start putting new funds into various note investing funds inside a SDIRA. For a Roth that is 6,000 a year. Most custodians I find have a min of 200$ yearly admin fee. That plus account opening fees and transaction costs. If the funds target a 10% return , that's a 600$ return. At those prices it's more beneficial to just pay income tax at 25% on it. Especially when I would want to open one for my wife as well. 6k each.

What’s the sweet spot on asset value to have in a SDIRA. Anyone have a recommendation for someone low cost that makes sense for a small balance? Thank you

Loading replies...