What makes you believe you do not require licensure to engage in these activities:Major Job FunctionsNumber of Exam Items(F1) Seeks Business for the Broker-Dealer from Customers and Potential Customers9(F2) Opens Accounts after Obtaining and Evaluating Customers’ Financial Profile and Investment Objectives11(F3) Provides Customers with Information about Investments, Makes Recommendations, Transfers Assets and Maintains Appropriate Records91(F4) Obtains and Verifies Customers’ Purchase and Sales Instructions and Agreements; Processes, Completes, and Confirms Transactions14TOTAL125?

@Marina WongMost people with (non-Roth) self-directed IRAs would probably opt to transfer the assets to a Solo 401k, if eligible.

@Nate T.I have considered what you suggested regarding transferring title to my LLC after a refi.

I would have a VA company help you transferring data.

When it transferred to me the taxes jumped to 6500.

Rescinded

Specifically, they use a service like Plastiq; you can pay Plastiq a flat 3% fee (roughly) to make a wire transfer without triggering a cash advancement with the credit card company.

A Creative Finance Lawsuit can be brought by the Attorney General, the DOJ, FDIC, and on and on among others because it involves banks, wire transfers, possible fraud, possible identity theft, possible equity skimming, possible violations of the Consumer Protection Act, Dodd-Frank, ACT S.A.F.E.

Having to collect the rent (which is done electronically), deposit it and transfer it each month, shouldn't take more than 30 min in total (being very generous).

What are some creative ways to help the current tenant during the transfer of ownership?