All Forum Posts by: Victoria Creighton

@Jason Krick Great read! Very inspiring story. I'd love to hear how your occupancy goes. Keep us posted!

@Mark Nolan Thank you so very much for the quick and concise reply, Mark!!!

I recently moved a pension from a previous employer to a traditional self-directed IRA. I now plan to convert this traditional IRA to a Roth IRA to take advantage of getting myself a tax shelter I wouldn't normally qualify to obtain. I know I will have to pay incomes taxes as apart of this conversion, but I've been doing some reading and can't seem to understand if I will also be hit with additional taxes as a result of something called "pro-rata rule". Can anyone dumb this down for me? A little more info on my profile: I have no other IRA's but I do have a 401k with my existing employer.

@Nelson Fernandes Thanks so much!

Looking for an REI experienced CPA that I can consult with on my retirement strategy, college expenses and entity setup for investment company. I am in Massachusetts, I don't necessarily need someone local just as long as there is familiarity with any impact of my investment decisions with Massachusetts tax code.

@Josh Young From one newbie to another welcome to the BP family!!! I sure hope you're thirsty because there is no shortage of REI juice on this site. Soak it all up.

Would love to pick your brain if you cover this area.

@Bob Tate Welcome to the BP family!!!

@Patrick Wheeler Gotta be careful of soliciting via residential phone numbers. You will need to make sure people are not on the Do Not Call registry. Calling businesses is fair game, but residential numbers on the DNC list are actually illegal as of 2003. If the number is on the DNC list, its best to send a letter/postcard or simply knock on the door.

I'm near Brockton also, and as a newbie I'm looking to establishing a nearby network. Feedback on nearby CPA's with real estate investor experience, lawyers w/ real estate investment experience much appreciated. Any experienced flippers in the area I would love to discuss partnering on potential projects nearby.