I have been with SelfDirectedIRA for 5 years and have had great service and customer support. One year I screwed up making my distribution but they were kind enough to fix it for me. I highly recommend them.
S. Jeffrey Ackerman MD – Marietta, GA
Thanks for your top notch assistance!
Charles Bobinis, Attorney – Mt. Lebanon, PA
Self directed IRA
answered all my questions and had my Nevada LLC formed in no time at a fraction of the cost of other companies. I would recommend Tom and his team to anyone
who wants to take charge of their future by having check book control of their retirement money.
Kevin Minds – Pacific Palisades, CA
Tom Walked at Self Directed IRA LLC has been an invaluable resource for my IRA-
It was all new to me-I purchased real estate-
He explained the process very easily and continues to provide excellent support-He is extremely knowledgeable about all aspects of self-directed IRAs.
I would recommend his firm to anyone who is interested in a self directed IRA
Terri Noyes – Cape Cod, MA
To Self Directed Ira,
I am writing to give Tom Walker my highest recommendation. Tom possesses all the attributes necessary to put people like me at ease and let them know they are in good hands when you are trying to find a professional to give you accurate advise. It would be hard to envision someone doing a better job than Tom.
I apologize for not getting this letter to you sooner. I want to thank you and your organization, selfdirectedira.org, for being very knowledgeable about non-prototype retirement plans which allowed me to use my employer 401K retirement funds as a downpayment to purchase a business. Tom Walker was very professional and patient in advising me on the legal and internal revenue service guidelines to avoid issues down the road.
I am a CPA and thought that this was something I could tackle myself but I was spending to much time researching the correct way to set up the legal structure to make it happen. Tom saved me a lot of time as well as money; I got several quotes from other company’s that were at least $2, 000 higher not to mention that they appeared to be not as knowledgeable as Tom Walker.
Thank goodness I stumbled on the selfdirectedira.org website; I found out about them by reading feedback comments from googling articles on investing your company’s 401K money in a business. Some of the articles talked about how you can either get ripped off or be given wrong advice so please be careful.
If you are thinking about using your 401K funds to invest in a business, you can’t go wrong with selfdirectedira.org.
I hope the word get’s out about this company because I am very happy that I found them and have already recommended them to others.
Tobias Felder, CPA – Norcross, GA
Actually, I want to thank YOU for setting me up with this LLC and for recommending the trustee. This is by far the smartest thing I’ve ever done in my investment life.
When I left my previous employer I rolled over my 401K into the self-directed IRA, and since I had always contributed the max, it was a good chunk. I’ve averaged over 9% annually, mostly through private lending.
I’ve heard so many horror stories from people with self-directed IRAs… custodians charging them a fee every time they want to make an investment, delays so long that the deal falls apart while the custodian micro manages every detail of the investment, etc. So when people start whining about their self-directed IRA’s, I just say, “Well, you just didn’t do it the right way, that’s all!”. And then I email them your contact info and the contact info for my custodian.
Thank God that Congress has not yet acted to “protect” us from self-directed IRAs. Maybe they’ve been too busy planning how to mandate that all our retirement funds be invested in Treasury bonds.
Matt Taylor – Weare, NH
I would like to thank your organization for helping setup my company.
I tried setting up my company on my own and it was a nightmare. It cost me nearly 3 months in lost business trying to setup the LLC, find an agent, work with the trust company, and get the money transferred to a bank account I could actually use! Then the company was setup incorrectly per IRS guidelines. I would have been in real trouble!
I met many people in my experience and most of them I would not call back unless I had to. Your company is not one of those. You were there for me every step of the way including answering stupid questions when I was trying to do it myself. You provided me with a contact number and boy when I called you either answered the phone or called me back before I could leave a message. Several times I called from the bank when they had questions on setting up the trust account. You talked to them and even gave them a number to a banker who could answer their questions!
Bottom line: I can breathe easy today knowing that my company is setup correctly, I won’t be in trouble with the IRS, and I have a top notch resource to call if I ever have a question about resolutions or other paperwork that needs to be done in order to keep my corporation running smoothly.
Thank you Selfdirectedira.org!
Dennis Hughes – Fort Worth, TX
“I located Self Directed IRA LLC through the Better Business Bureau. They had 0 complaints over the past few years so I called them. I found their services to be excellent. My phone calls were always promptly answered or returned, and my questions answered clearly and thoroughly. All documents were sent quickly, and in about one month I had transferred my pension funds out of Wall Street, where they had been losing money consistently, and invested in a rental property which will net us at least 8% interest per year. I recommend Self Directed IRA without reservation.
Douglas Booth, Attorney at Law – Santa Fe, NM
Thank you for all your superb assistance today. I know I made a great decision in choosing the right firm and the right person
by you demonstrating your expediency, accessibility, knowledge and competency throughout the first day. Once again “thank you”!
Richard Ehlers – Hoffman Estates, IL
“Just wanted to write a note and thank you for your help in answering my many questions and then setting up my IRA LLC.
In spite of what I would considered a complicated process, you guided me through it with speed and efficiency. Your service has to be the easiest to work with. You allowed me to purchase an investment property in time to get the great deal I was looking for and that alone justified the cost. Please feel free to use my name or contact information if you need it.
Thank you again”
Doug Ness – O’Fallon, MO
In 2009 Tom Walker helped us to open our own self directed IRA. It was one of the best things we’ve ever done. Tom was there to answer any questions and we had plenty. We called numerous times with questions and he always helped us. We were so impressed that we recommended him to our sister and brother-in-law
. They too opened up a self directed IRA and have been very pleased also! His pricing is very fair and the whole process went smoothly. Thank You Tom Walker
Ed and Susan Moyle – Oak Hills, CA
I wanted to diversify part of my IRA savings to include real estate but the traditional institutions could not handle this. So I decided to open a Self Directed IRA. After much research I chose Self Directed IRA LLC. They are very experienced and were extremely efficient in setting it up for me. I found their fees to be competitive and their service was superb. I was advised by Tom Walker who was always available for my many questions. I still call Tom for advice. They set up and registered an investment LLC and got its IRS tax ID. They referred me to an experienced custodian that administers my new IRA. I bought some rental real estate properties and am pleased with the diversification in my IRA. I would highly recommend Self Directed IRA LLC to anyone
interested in diversifying their IRAs beyond the usual equities, bonds and mutual funds.
Rafael Godell – Blue Bell, PA
Working with selfdirected Ira and Tom Walker has been an absolute pleasure.
I set up the Self directed IRA w/checkbook control with them about 4 years ago for my wife’s IRA. I needed a lot of help and Tom gave me prompt, courteous, professional help all along the way. My wife and I have used it to purchase and sell real estate. All of our questions have been answered. We have been very pleased with the IRA vehicle and the customer service of selfdirected IRA.
Terry and Teresa Mackie
Terry and Teresa Mackie – Olive Branch, MS
All of us at Hartnett Investment Inc appreciate all the hardwork Tom Walker/Self Directed IRA did to help us gain control of our future and our retirement planning. Thanks to the efforts of Tom Walker & Self Directed IRA our company has been able to concentrate on our prosperity.
Matt Harnett – East Helena, MT
Hartnett Investment Inc
For the past 28 years I had my entire retirement savings invested in the stock market. As you can imagine, throughout those years, I watched my retirement’s net worth fluctuate through huge swings between gains and losses. Obviously the gains caused joy in my household but the losses brought frustration and worry. In either case, no matter how well, or how badly, my retirement portfolio performed, I constantly felt an uncomfortable sense of insecurity. I always worried that my losses would out-number my gains or that inflation would depreciate my savings to a level that would be insufficient to last throughout my lifetime. For me, the uncertainty of the stock market caused too much stress in my life.
Finally, I spoke to a friend who recommended that I take matters into my own hands and convert my retirement account into a Self-Directed IRA. He explained that, instead of riding the turbulent waters of an unpredictable sea of stock market reactions, I could invest in assets with more stable returns. The assets can be in a variety of forms such as: real estate, private business, gold, loans, etc, etc.
I decided to follow my friend’s advice but I didn’t know how to set up a Self-directed IRA. Fortunately, I logged on to the Internet and found a wonderful company called “Self Directed IRA LLC”. I spoke to Tom Walker who was very knowledgeable, professional and courteous. He explained the process for transferring my retirement funds from a stockbroker account to a Self-Directed IRA account. He also explained all the steps required to guarantee that there would be no negative tax consequences. I was amazed at how simple it was to accomplish. Tom made the whole process extremely easy. He set up a Limited Liability Company in my name; took care of all the paperwork; set up IRS-approved accounts; led me step-by-step through the entire procedure, and even filed the required State agency forms for my LLC.
I now have stable assets in my own-self directed IRA that are out-performing the stock market. I was able to purchase the assets with tax-deferred funds and I am sleeping much better at night. I highly recommend Tom Walker and “Self Directed IRA LLC” to anyone who is considering a Self-Directed IRA. You will enjoy doing business with Tom and his company.
Dan Scanlon – Anaheim, CA
Thanks to Tom I was able to set up my self-directed IRA in a short amount of time and was able to take advantage of record low real estate prices here in Arizona. Tom has continued to support me and answer my questions, even months down the road,
and has really helped me to think about my investments in a whole new manner. Thanks Tom!
Sherri Larkin – Mesa, AZ
Tom helped me set up my IRA LLC three years ago when there was very little info available on it and no one I knew had ever heard of it. Not my accountant, not my banker, or my realtor had ever heard about a self directed IRA where YOU control the checkbook and you can invest in real estate. Tom literally held my hand every step of the way. Everyone else I called who knew about it (companies I found on line) acted like it was privileged information which they would only share if I signed up with them—and they were expensive and permanently on the payroll. They made me feel like I was walking a tightrope over shark infested waters. One tiny miscalculation and my retirement fund was fish food for the IRS. They used intimidation tactics to literally “scare up” business and led me to believe I couldn’t realistically manage my IRA myself, despite the name “self directed”. I was terrified, but I knew investing in real estate was the right thing, so I said a prayer and then found Tom Walker. I must have called him 10 times. He never blew me off or acted like I was a pain in the you know what. He was not shy about advising me, had tons of experience and he referred me to a no-frills custodian which has turned out to be the bargain of the century. And when the custodian couldn’t answer my 10 thousand other questions, I just called Tom and he answered them. In short he did his job expertly, and everyone else’s job too.
This is not as complicated as people try to make it out to be. Once it’s done the stress is off. I feel lucky to have found this company.
Kathy McWhorter – Oxnard, CA
Mr.Tom Walker of Self Directed IRA was very helpful to me. I could call him just about anytime I needed help.
He guided me to set up my own investment IRA LLC and I can never look back to where I was before in the investment arena.Thank You Mr. Tom Walker for all the help you’ve given me from the bottom of my heart.
Gilbert Sia – Stanton, CA
We were tired of seeing our 401k’s underperforming year after year. We started looking at other alternatives for our 401ks and that is when we came across SelfDirectedIRA. We have been real fortunate in investing in real estate in the past and the self directed IRA LLC fit us perfectly. Tom Walker with SelfDirectedIRA was extremely helpful with walking us through the process and we would highly recommend them to anyone who wishes to invest their 401k money in real estate.
Pete Stanovich – Silas, AL
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