Self-directed IRA rec?

[AppTrail]

Anyone here have a self-directed IRA custodian they like? Interested in private lending for real estate. Could use after-tax funds, but looking into deploying through retirement account.

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[CubsDynasty]

EQRP has been great. Full control and good support. Haven’t found any investment limitations yet.

 

[Caninehalitosis]

Pacific Premier Bank, Formerly Pensco. A good book is "Self Directed IRA Handbook" by Mat Sorensen. I and one of my partners and a surgeon buddy have all had Self Directed IRA's and used them for buying and managing Rental property. I have also used my for:

1. Hard Money lending (Arixa Capital)
2. Flipping home
3. Buying, renting, selling rental property
4. I even wrote a mortgage on for my surgeon buddy to buy more real estate.

Lots of rules but all of them fair.

 

[AppTrail]

EQRP has been great. Full control and good support. Haven’t found any investment limitations yet.

Will def check them out...curious what fees you pay?

 

[AppTrail]

Pacific Premier Bank, Formerly Pensco. A good book is "Self Directed IRA Handbook" by Mat Sorensen. I and one of my partners and a surgeon buddy have all had Self Directed IRA's and used them for buying and managing Rental property. I have also used my for:

1. Hard Money lending (Arixa Capital)
2. Flipping home
3. Buying, renting, selling rental property
4. I even wrote a mortgage on for my surgeon buddy to buy more real estate.

Lots of rules but all of them fair.

Thanks for the recommendation. I have a good friend I've been following his deals for the last 3 years. So wanting to do some private lending for his latest real estate fund.

 

[CubsDynasty]

Thanks for the recommendation. I have a good friend I've been following his deals for the last 3 years. So wanting to do some private lending for his latest real estate fund.

Done exactly that with them. It’s a legit blank check account. Couple syndication deals through the years, preIPO stuff, debt lending, doesn’t matter.

 

[caligas]

I’ve always been a Fidelity guy. Always happy with their service.

 

[centdoc]

Look into Fidelity. I was with another custodian, they were robbing me with fees. Fidelity has no fees. Caveat, is they may not do all alternative investments.

 

[AppTrail]

I’ve always been a Fidelity guy. Always happy with their service.

Look into Fidelity. I was with another custodian, they were robbing me with fees. Fidelity has no fees. Caveat, is they may not do all alternative investments.

I doubt Fidelity will let me private lending/real estate deals, otherwise I totally would!

 

[Caninehalitosis]

Fidelity does not offer SDIRA