does it makes sense to transfer from a traditional...
# retirementc
colossal-kilobyte-18997
11/06/2025, 5:49 PMdoes it makes sense to transfer from a traditional /roth IRA to a SDIRA?
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mysterious-tomato-10057
11/06/2025, 5:50 PMwhat are you trying to invest in?
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colossal-kilobyte-18997
11/06/2025, 5:50 PMI would invest in real estate, I understand it comes with more risk, but has more leverage
m
mysterious-tomato-10057
11/06/2025, 5:51 PMso what you mean by does it "make sense"?
c
colossal-kilobyte-18997
11/06/2025, 5:53 PMBy the time i opened the ira I did not know about a sdira, and i did not have enough funds to buy something. Now that the account accumulated a nice chunk I am thinking to transfer it, the question is; is this approach correct?
m
mysterious-tomato-10057
11/06/2025, 5:54 PMcorrect in what sense? there is no one correct path in personal finance. it depends what you are trying to accomplish. Many people don't want the complexity and risk of real estate, kal vechomer the additional complexities that come with owning it in an IRA.
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colossal-kilobyte-18997
11/06/2025, 5:56 PM+1 for "kal vechomer" reminds me of the daf...
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mysterious-tomato-10057
11/06/2025, 5:57 PMreminds you? you make it sound like you haven’t learned gemara in years
mysterious-tomato-10057
11/06/2025, 5:57 PMand this is frum finance 😛
c
colossal-kilobyte-18997
11/06/2025, 6:04 PMlol, referring to the daf from 2 days ago..😃
colossal-kilobyte-18997
11/06/2025, 6:04 PMBut I get your point,
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mysterious-tomato-10057
11/06/2025, 6:04 PMoh i’m behind 😛
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colossal-kilobyte-18997
11/06/2025, 6:06 PMGet it done with R' Eli he is the best
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mysterious-tomato-10057
11/06/2025, 6:06 PMi prefer R' Zajac
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colossal-kilobyte-18997
11/06/2025, 6:09 PM👍
a
adventurous-jackal-47429
11/06/2025, 7:07 PM@colossal-kilobyte-18997 I am a developer at a SDIRA company, can you be more specific in your question about making sense?