All Forum Posts by: Jason Hokaj

I feel I'm at the point of hiring a CPA, and I want someone experienced in my situation.  Its mainly for financial advisement/strategy tailored to my situation rather than tax preparation.  

I'm active duty military and living abroad. I can retire at any time with a sizable pension. I'm a recent RE investor establishing/building a portfolio using a long term buy and hold strategy for passive income. At this point I'm still following all the "traditional" retirement advice - contributing to ROTH IRA, and 401K like investments in stocks/mutual funds - in addition to REI. I have 2 kids in H.S. that I'd like to know how best to support for potential college aspirations.

I'm looking for recommendations.   Thank you!

All - thank you for your time and insights!   

Greg and Layne - thank you both.  There are certainly some nuance to all of this.   I was hoping to hear about places/programs to find guidance so that I could explore nuances that I may or may not be considering given my unique situations and concerns.  Maybe a better / simpler question - Should I be looking to hire a CPA at this point to help me or is there resources(s) that anyone would recommend before that? 

Hello, I'm 47 and I'm almost 2 years into my REI journey - which was initially funded thru savings. My goal is to use REI for passive income for retirement. I currently own 5 properties; all but one are cashflowing (the other is vacant and going thru a rehab/remodel - which I'll need to dip more into savings to cover). I also max out my ROTH IRA contributions, as well as what I have for a version of 401K for my wife and I.

What tools / resources would you recommend to help me in the decision to continue to invest as I have - letting the REI support itself and max out IRA/401K, or stop those IRA/401K contributions and use them for 1 of 2 things (or both): 1. Pay down mortgages faster 2. Build cash reserves faster for continued REI investing.

Thank you!