All Forum Posts by: Eric E.

@Peter Neill

I see you're back with PPR.

I'm considering investing in PPR within my Roth IRA? Need I be concerned with UBTI?

@Carl Fischer

Has anybody invested in PPR within their Roth IRA? (which I'm considering). Need I be concerned with UBTI?

Has anybody invested in PPR within their Roth IRA? (which I'm considering). Need I be concerned with UBTI?

Has anybody invested in PPR within their Roth IRA? (which i'm considering). Need I be concerned with UBTI?

We completed a profitable transaction within a revocable trust. The trust is held by my Roth IRA. The payor insists on a w-9 form. The trust does have an EIN, but how do we fill out the w-9 so that the IRS does not think the profit is taxable? Do we put a code in Box 4 ? Or is there another way to complete the w-9? Instructions on what code to use in Box 4 are not really clear to me.

New Jersey also has the requirement to place security deposits in escrow. Is there any local or regional bank that is highly recommended for this? They all do it, but is there a bank that makes things easier with things like online upload of tenant's w-9, phone deposits, things like that?. I'm mean specifically for a
Tenant's Security Deposit Trust Fund Escrow Account
and not a regular checking or savings account?

Most banks have the ability to do a master escrow account, with sub accounts for each tenant, that you (the landlord) control.

New Jersey also has the requirement to place security deposits in escrow. Is there any local or regional bank that is highly recommended for this? They all do it, but is there a bank that makes things easier with things like online upload of tenant's w-9, phone deposits, things like that?.   And maybe send annual notices to tenants?    I'm mean specifically for a
Tenant's Security Deposit Trust Fund Escrow Account
and not a regular checking or savings account?

New Jersey has the requirement to place security deposits in escrow. Is there any local or regional bank that is highly recommended for this? They all do it, but is there a bank that makes things easier with things like online upload of tenant's w-9, phone deposits, things like that?. I'm mean specifically for a
Tenant's Security Deposit Trust Fund Escrow Account
and not a regular checking or savings account?

New Jersey has to same requirement.     Is there any local or regional bank that is highly recommended for this?    They all do it, but is there a bank that makes things easier with things like online upload of tenant's w-9, phone deposits, things like that?.   I'm mean specifically for a 
Tenant's Security Deposit Trust Fund Escrow Account
and not a regular checking or savings account?

We have a portfolio in Allentown, Easton, surrounding towns.    We were buying a few years ago when prices were attractive.     There are probably still deals to be had, but the competition is fierce, as of Feb 2022.    And prices have skyrocketed.      IMHO, it's not time to buy in the Lehigh Valley.