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Updated over 6 years ago on . Most recent reply

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12
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1
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Ryan Trexler
  • Agawam, MA
1
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12
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IRA to SDIRA guidance in Springfield, MA/Hartford, CT

Ryan Trexler
  • Agawam, MA
Posted

I'm new to BiggerPockets pockets and interested in sitting down with someone in the Springfield, MA and/or Hartford, CT area to discuss transitioning my traditional IRA to a SDIRA.

I’ve read through several of the forums on this topic and would greatly appreciate being directed to a professional who can advise on my specific account and goals.

Thanks,

Ryan

Most Popular Reply

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2,879
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Brian Eastman
  • Self Directed IRA & 401k Advisor
  • Wenatchee, WA
2,537
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2,879
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Brian Eastman
  • Self Directed IRA & 401k Advisor
  • Wenatchee, WA
Replied

@Ryan Trexler

Self-Directed IRA plans are a very specialty field. Expertise rather than locality will be a key factor you wish to evaluate when exploring the field. There are several providers active here on BP who can guide you on this topic and work with your local CPA.

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