Looking for a self directed IRA custodian in MA

Rental Property Investor · Pelham, NH · Member since 2019 · 10 posts · 0 votes

I recently left a company now I'm weighing options of what to do with my 401k money. I was thinking about using for a deal and I've heard that this is possible using a self directed IRA. If anyone in MA around the Boston area knows anyone I'd appreciate the plug!

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Jim Goebel

Real Estate Investor · Des Moines, IA · Member since 2016 · 922 posts · 533 votes

@Nicholas J Robichaud

We use a company out of Austin TX area called STRATA TRUST. We've been overall happy with their offering.

I am not aware of any major advantages of having a local company do this for you.

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Jim Goebel
Real Estate Investor · Des Moines, IA · Member since 2016 · 922 posts · 533 votes
7y
@Nicholas J Robichaud
We use a company out of Austin TX area called STRATA TRUST. We've been overall happy with their offering.
I am not aware of any major advantages of having a local company do this for you.
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Travis Watts
Investor · FL · Member since 2017 · 247 posts · 245 votes
6y
@Nicholas J Robichaud Curious why the custodian needs to be local? The best SD-IRA custodians I have come across were New Direction IRA and iPlanGroup.
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Dmitriy Fomichenko
Solo 401k Expert · Anaheim Hills, CA · Member since 2012 · 18k+ posts · 6k+ votes
6y
The custodian does not need to be local. The experience/knowledge and the client support is far more important of the proximity.
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