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Updated over 8 years ago,

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2
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Frank Lindeman
  • Modesto, CA
0
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2
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Looking for a CPA in CA that will work with me to use my 401k fun

Frank Lindeman
  • Modesto, CA
Posted

I am in Modesto, CA and have talked to 2 very reputable CPA's about utilizing my 401k to invest in properties. Both CPA's proposed that it is possible but it is a lot of work and not worth the hassle. Neither CPA got into details as neither sounded interested in obtaining me as their client. 


I also own a duplex that I'd like to do a 1031 exchange for another like property.

Ideally, what I'm trying to do is utilize my 401k and 1031 exchange together to be able to make cash offers on properties.

Does anyone know of a CPA in the Central Valley that is comfortable with the requirements and procedures to make this happen?

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