E-Mail 'Utilizing a Self-Directed IRA: A Case Study in Investing Outside of Wall Street- Part 1, by J.J.' To A Friend

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6 Comments

  1. I am less than two years out from retirement. A friend and I looked at moving our government separate TSP accounts over to something local like this, but found out it wasn’t allowed, only to cash out. Of course, more investigation will be done, but thank you for the new idea. I look forward to the rest of this article.

  2. the author of this article pretty much shared my story. I too moved my retirement investments to as Self-Directed IRA over 5 years ago and I love it. I utilize an LLC to invest mostly in single-family residences to rent out, and then sell to the tenant and I carry the note, at above market rates. I love collecting rent and mortgage payments. I recommend finding a custodian you like, there a many choices. Examine their fee schedule. With my LLC, I pay a flat annual fee rather than transaction fees. Best thing I ever did. I did make one mistake. I had some money in a 401k with my previous employer that I transferred to my IRA. One feature of the 401k was that I could take money out without penalty after age 55. Once it was in the IRA, I no longer had that penalty free opportunity.

  3. One of the most interesting articles yet on “survival” to me. A lot of us are in this same place age and retirement wise. So far I have done well in the stock market, riding the wave, but I’m not a prognosticator nor have “inside information”, so beneath it all is a lot of discomfort.

  4. I did this with part of my company 401K when I was RIF’d 3 years ago. I’m interested in hearing more about how you manage your own farmland or rental properties since we were told we had to be completely hands off, and you can’t even mow the grass on any properties. Our SDIRA company also requires all precious metals be held at one of their approved bank vaults.

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