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All Forum Posts by: Dorothy Pruitt-Smith

Dorothy Pruitt-Smith has started 2 posts and replied 7 times.

Post: SDIRA With Check Book Control

Dorothy Pruitt-SmithPosted
  • Investor
  • Milwaukee, WI
  • Posts 7
  • Votes 0

thanks Brian. That's good to know-- much like going from a to b, as opposed to b to a?

Post: SDIRA With Check Book Control

Dorothy Pruitt-SmithPosted
  • Investor
  • Milwaukee, WI
  • Posts 7
  • Votes 0

Has anyone on BiggerPockets had experience with Pensco.   Are they truly custodial, or only offer administrative support?

Post: Can anyone supply a sample practical lease agreement

Dorothy Pruitt-SmithPosted
  • Investor
  • Milwaukee, WI
  • Posts 7
  • Votes 0

Thanks Nick G. Good advice

Post: Self directed IRA/Checkbook IRA?????

Dorothy Pruitt-SmithPosted
  • Investor
  • Milwaukee, WI
  • Posts 7
  • Votes 0

I agree with Kelly D. I live in Milwaukee, WI and was on a mission to find a financial institution that would custody alternative assets. 

In the interim, was diagnosed with a disease that's consuming my time right now. Would like to get back to REI eventually and would like to find a custodian that would allow checkbook control. And preferably somewhere in the Midwest

Post: Milwaukee REI Club - First Meeting Meet UP

Dorothy Pruitt-SmithPosted
  • Investor
  • Milwaukee, WI
  • Posts 7
  • Votes 0

I am so interested. Unfortunately I'm undergoing a chemo treatment on Thursday. I'm going to keep an eye out for future meetings 

Post: Can anyone supply a sample practical lease agreement

Dorothy Pruitt-SmithPosted
  • Investor
  • Milwaukee, WI
  • Posts 7
  • Votes 0

Hello all, 

I'm just in the process of buying a side by side town home. Does anyone have thoughts on how to select compatible tenants and also can anyone supply a sample lease agreement 

Post: Best Self Directed IRA trust companies?

Dorothy Pruitt-SmithPosted
  • Investor
  • Milwaukee, WI
  • Posts 7
  • Votes 0

Thank you so much for including this link.  Very informative.  I am just now researching the prospect of opening a sdira.