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Updated over 7 years ago,

User Stats

32
Posts
7
Votes
Eric Jan
  • Fulton, MD
7
Votes |
32
Posts

SDIRA or Solo401k for my situation?

Eric Jan
  • Fulton, MD
Posted

Hi BP

Located in Columbia/Rockville, MD if there's a CPA/RE Attorney anyone can recommend. 

I'm self employed (S Corp) with a handful of employees in a non RE related company. I'm married with two kids under 1 yo. I have an equal amount of funds in a Roth IRA and Traditional 401K. I opened up a SDIRA and transferred my Traditional IRA over to Equity Trust. I also opened up a CESA for both kids and HSA for the family with Equity Trust. If you were in my shoes, how would you direct your funds? Would you move your Roth over as well? Would you convert the Traditional to Roth and pay taxes now?

TIA!

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