Self Directed IRA Survey - What's important to you?

Self Directed IRA Survey - What's important to you?

Investor · North Idaho · Member since 2011 · 332 posts · 107 votes

Hey All,

Without mentioning any specific providers, can those of you with self-directed retirement plans share what's important to you?!

List the Top 3 features, benefits, and/or services that are most important when it comes to your plan.

My Top 3 starting with most important would include:

1. Prompt communication and notifications

2. Good technology that allows me to quickly take action and see the results

3. Competitive Fees

Thanks for sharing everyone!

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  • Solo 401k Expert · Anaheim Hills, CA · Member since 2012 · 18k+ posts · 6k+ votes
    12y

    1. Having full (checkbook) control over my funds

    2. Excellent client service from the service provider

    3. Competitive fees

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