I ended up using Sunwest trust. Because they don’t charge huge fees. So far so good.
Nicole
[quote=IRAhelper]Hi NicMM,
Did you ever get the help that you were looking for regarding your self-directed investments?
If not, I can help you with that. A great company to work with is The iPlan Group out of Ohio. They have a great service model that saves a lot of administrative time and their fees are probably the best in the industry, especially for active investors who are doing a lot of deals or whose account assets are growing fast and to large amounts.
Also, whats really great is that they have active Real Estate investors on staff so for all of the RE Investors out there looking to self-direct their retirement, they get it.
If you want to talk with one of their IRA Asset Strategists they have this cool little tool that allows you to view their live calendar and schedule a time that works for you. You can access it here: https://my.timedriver.com/8ZCDS+
Hi Kingside,
If you’re ever looking for another option, try iPlan Group (www.iplangroup.com)
They have a great service model that saves a lot of administrative time and their fees are probably the best in the industry, especially for active investors who are doing a lot of deals or whose account assets are growing fast and to large amounts. That’s because they only have 3 tiers to their annual fee and no transaction fees!
Also, whats really great is that they have active Real Estate investors on staff so for all of the RE Investors out there looking to self-direct their retirement, they get it.
If you want to talk with one of their IRA Asset Strategists they have this cool little tool that allows you to view their live calendar and schedule a time that works for you. You can access it here: https://my.timedriver.com/4678d33fb1b925ffc5376aa91ccb13fab914ef
So did you make a purchase of an income property using Sunwest? I presume it has been going well? I would be interested to hear about the experience and approximate maintenance costs.
My account can be used to purchase real estate. But I didnt do that. I used it to invest in precious metal.
[quote=SD Realtor]Hi Nicole
So did you make a purchase of an income property using Sunwest? I presume it has been going well? I would be interested to hear about the experience and approximate maintenance costs.[/quote]
.
