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Updated almost 6 years ago,

User Stats

22
Posts
13
Votes
Matt Henshaw
  • Investor
  • Smithville, MO
13
Votes |
22
Posts

Roth IRA vs 403b conversion to SDIRA

Matt Henshaw
  • Investor
  • Smithville, MO
Posted

I have $100,000 in two separate retirement accounts, a 403b & tradition Roth IRA account. I have been retired for two years and am currently 56 years old. Here are my questions:

1.  Would it be a bookkeeping nightmare to try roll both of these retirement accounts into one SDIRA to purchase a property of about $170,000?

2.  If I was to purchase something less than $100,000 and only use one of these accounts, which retirement account would be best to move into the SDIRA to use?  (from tax purpose standpoint?)

Thanks!

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