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Updated over 9 years ago on . Most recent reply

Clinton Holmes's profile image
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Clinton Holmes
  • Investor
  • from Arlington, MA
  • Member since Feb 13, 2014
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Clinton Holmes's profile image
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Clinton Holmes
  • Investor
  • from Arlington, MA
  • Member since Feb 13, 2014
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Clinton Holmes
  • Investor
  • Arlington, MA
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Massachusetts Real Estate Q&A Discussion Forum

Massachusetts Self Directed IRA Providers

Clinton Holmes
  • Investor
  • Arlington, MA
Posted

Hello Massachusetts / Boston Real Estate Investors,

I'm wondering if anyone in the area has had success creating a self directed 401(k). I'd like to set one up so I can invest in real estate rehabs, and was hoping to get recommendations from someone who has actually done it. 

Thanks in advance for the help!

Clinton

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Brian Eastman's profile image
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Brian Eastman
  • Self Directed IRA & 401k Advisor
  • from Wenatchee, WA
  • Member since Jul 15, 2014
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Brian Eastman
  • Self Directed IRA & 401k Advisor
  • from Wenatchee, WA
  • Member since Jul 15, 2014
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Brian Eastman
  • Self Directed IRA & 401k Advisor
  • Wenatchee, WA
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Brian Eastman
  • Self Directed IRA & 401k Advisor
  • Wenatchee, WA
Replied

@Clinton,

When it comes to self directed Solo 401k plans, this is a very specialized field.  Expertise will outweigh geography when it comes to selecting a firm to work with.  Be sure you do not just get a set of documents, but also have access to meaningful support for your plan after the initial setup.  

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