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Updated almost 7 years ago on . Most recent reply

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69
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Jason Piccolo
  • Real Estate Agent
  • Arlington, VA
33
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69
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Self Directed IRA Investment Funds

Jason Piccolo
  • Real Estate Agent
  • Arlington, VA
Posted
Does anyone know if there is a way to combine the Roth IRA, traditional IRA and rollover IRA money from my fidelity retirement account to invest in a single multifamily commercial deal. I know the IRS has these as separate accounts for a reason, so I was not sure if you can commingle these funds together for a single investment?

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17,872
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Dmitriy Fomichenko
#1 New Member Introductions Contributor
  • Solo 401k Expert
  • Anaheim Hills, CA
6,265
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17,872
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Dmitriy Fomichenko
#1 New Member Introductions Contributor
  • Solo 401k Expert
  • Anaheim Hills, CA
Replied

Jason,

You can set up a self-directed Traditional IRA and combine your rollover and traditional IRAs into one. Since Roth IRA is post-tax it would have to stay separate, you will need separate self-directed Roth IRA for those funds.

  • Dmitriy Fomichenko
  • (949) 228-9393
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