List of people with self directed IRA's
For years I always wanted to figure out a way to contact people with self directed IRA's. I find the info very challenging to get. I know for a fact that I have ran across folks with money sitting in one that they never put to use, or have not put it to use in a long time. They are just paying annual servicing fees and not getting any return. HOW IN THE WORLD CAN I FIND A LIST OF THESE PEOPLE!
Most Popular Reply
- Rental Property Investor
- memphis, TN
- 3,483
- Votes |
- 2,235
- Posts
Hey Rob -
There is one way to get a list of SDIRA account holders who are purchasing real estate. The title will reflect the fact that there is a custodian of the title. It will say something in the effect of "Equity Trust Company FBO Chris Clothier". I may have the verbage incorrect, but the title will reflect that company. We created a computer program to search records for these types of transactions. I am quite positive you can use a list providing service that can compile these transactions for you in your area.
To Chris' point - there is a 2 day seminar in New Orleans during September. Equity Trust University. Both Will and Chris are correct. This would be a great opportunity to network, but there will be a ton of companies there with tables and some, including mine, will be speaking about investment options from stage. Obviously I think it is a great place to connect with the exact audience you are looking for.
best of luck
Chris
- Chris Clothier
- Podcast Guest on Show #224
