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Updated over 1 year ago on . Most recent reply

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Damon Whitten
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Best Method to Finance First Rental Property from Retirement Accounts

Damon Whitten
Posted

Thanks for any assistance you can provide.

My head is swimming for the next steps in purchasing an investment property.

I have sufficient funds in our low cost of living area (Northern Michigan) to finance from retirement accounts.  I've taken some steps to use a ROBS rollover (C Corp. formation)  but now am unsure if that is the best vehicle for our first property with the intent to build our portfolio.

Is there a best resource to use to make sure we make the best choice to finance the purchase? Or recommended specialists to help with this step?

Thank you for any recommendations so we can move forward with the purchase.



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