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Matthew Avery
  • CT
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Looking for CPA in CT familiar with SDIRA's

Matthew Avery
  • CT
Posted

I'm looking to make my first real estate investment purchase. I currently have an IRA with $80,000 that I would like to utilize for my first investment. I cannot add to the account at this point, it was a rollover from a previous employer. I know in my market that won't be enough to buy a property outright. I'm looking for advice on what avenues I can use accomplish this. Advice is greatly appreciated.

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Daniel Hyman
  • CPA
  • Milwaukee, WI
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Daniel Hyman
  • CPA
  • Milwaukee, WI
Replied

@Matthew Avery

Be in touch with @Bernard Reisz. He is the only SDIRA custodian that I know of who is also a CPA. 

  • Daniel Hyman
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