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Jeremy Kitchen
  • Investor
  • Rathdrum, ID
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Roth IRA/SDIRA - Good companies/services.

Jeremy Kitchen
  • Investor
  • Rathdrum, ID
Posted

Hey everyone! 
I want to open up a Roth IRA to create promissory notes and help my other investing friends reach their real estate goals. Does anyone have recommendations for a solid company to start that up?

How do you structure your promissory notes? 
Do you charge fees for wires/note creation/deeds or your other account fees accrued?

I'm just looking to get started. I've been lending personal money from my HELOC. I want tax free options for the long game


Thank you I’m advance!

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Ashish Acharya
#1 Tax, SDIRAs & Cost Segregation Contributor
  • CPA, CFP®, PFS
  • FL
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5,249
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Ashish Acharya
#1 Tax, SDIRAs & Cost Segregation Contributor
  • CPA, CFP®, PFS
  • FL
Replied

@Dmitriy Fomichenko can help you with this. He is great. 

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INVESTOR FRIENDLY CPA®
5.0 stars
242 Reviews
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TaxMD™ | AI-Powered Tax Planning

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