I want to set up a self directed Roth IRA and would like to have some recommendations from experienced persons of who to use (and who to avoid!?) Thanks!!
Me and…
Me and My students are currently using
"Iplan" and then setting up a trust to
create checkbook control…
Depends on what you are trying to do. If you want a big, reputable firm, Equity Trust is your best bet. If you want a small, boutique firm that allows the “Checkbook IRA”, then I use Newdirectionira.com.
You can get a lot of blogs on self-directed Roth IRA which can help you in taking a right decision as the final choice depends on you.
Sunwest Trust looked interesting. Last I looked, unlike Equity Trust their fees aren’t a percentage of assets.