All Forum Posts by: Sam Katz

 Brett,

Thanks for your note. My apologies for the confusion. I currently have two Limited Partnership investments that Bank Regulators at a Banks Trust department that I have other assets with, are instructing those two LP's to be moved to another Custodian. I don't want to pay a lot in fees for these two Line Item investments that must be custodied somewhere. As I mentioned, there is no income on a yearly basis, and I'M hopeful for a lump sum payment to be paid in the future to this IRA, i.e. for each line item LP. Do you know of a Custodian that will do this for my IRA, without charging significant custody fees? TY again, Sam

Hello, 

I'm in need of a reputable Self Directed IRA Custodian to hold a Line-Item or Shadow Investment of a Piece of Self Directed Passively Held Investment in My IRA. There will be no cash, but only showing a Line Item of this Multi-Family Passive Investment. Does anyone know of a financial Custodian who will do this for my IRA. No yearly income is expected, but future returns are hopeful.

Thank you,