
5 April 2017 | 5 replies
Everything we do with him is electronic so I only see him one or two times a year in person and that's usually for lunch.

24 January 2017 | 3 replies
Ask the title company if they will give your electronic (i.e. word format) of the notes and deed after closing.

25 January 2017 | 5 replies
Well, I guess it is easy for the IRS rulemakers to bump a longstanding 03/31 electronic filing deadline to 01/31 for the entire nation.

20 April 2018 | 13 replies
@Jackson Long I can see on their deposit slips since it is scanned & uploaded electronically.

27 January 2017 | 3 replies
The Self-Directed IRA and Solo 401k DifferencesIn order to open a solo 401k, self-employment, whether on a part-time or full-time basis, is required;To open a self-directed IRA, self-employment income is not required;In order to gain IRA checkbook control over the self-directed IRA funds, a limited liability company (IRA LLC) must be utilized;The solo 401k allows for checkbook control from the onset;The solo 401k allows for personal loan known as a solo 401k loan;It is prohibited to borrow from your IRA;The Solo 401k may be invested in life insurance;The self-directed IRA may not be invested in life insurance;The solo 401k allow for high contribution amounts (for 2016, the solo 401k contribution limit is $53,000, whereas the self-directed IRA contribution limit is $5,500);The solo 401k business owner can serve as trustee of the solo 401k;The self-directed IRA participant/owner may not serve as trustee or custodian of her IRA; instead, a trust company or bank institution is required;When distributions commence from the solo 401k a mandatory 20% of federal taxes must be withheld from each distribution and submitted electronically to the IRS by the 15th of the month following the date of each distribution;Rollovers and/or transfers from IRAs or qualified plans (e.g., former employer 401k) to a solo 401k are not reported on Form 5498, but rather on Form 5500-EZ, but only if the air market value of the solo 401k exceeds $250K as of the end of the plan year (generally 12/31);When funds are rolled over or transferred from an IRA or 401k to a self-directed IRA, the amount deposited into the self-directed IRA is reported on Form 5498 by the receiving self-directed IRA custodian by May of the year following the rollover/transfer.Rollovers (provided the 60 day rollover window is satisfied) from an IRA to a Solo 401k or self-directed IRA are reported on lines 15a and 15b of Form 1040;Pre-tax IRA contributions on reported on line 32 of Form 1040;Pre-tax solo 401k contributions are reported on line 28 of Form 1040;Roth solo 401k funds are subject to RMDs;A Roth 401k may be transferred to a Roth IRA (Note that from a planning perspective, it may be advantageous to transfer Roth Solo 401k funds to a Roth IRA before turning age 70 ½ in order to escape the Roth RMD requirement applicable to Roth 401k contributions including Roth Solo 401k contributions and earnings.)

31 January 2017 | 22 replies
@Gregg Pauly Each site is different, but they usually make you sign an (electronic) NDA before you can get at the documents.

27 January 2017 | 3 replies
Sometimes I see that counties do a poor job of recording/uploading the data electronically though.

5 February 2017 | 8 replies
As far as filing with the IRS, do I do that electronically or do I just mail in a copy to them as well?

17 May 2017 | 17 replies
Costs with being an agent...prelicensing class, licensing fee, assosciation fees, errors and omission insurance, general business liability insurance, ce credits, mls fees, electronic lock box fees.

4 March 2017 | 7 replies
Most interactions with accountants are done via electronic files, pdfs, and phone.