Jeremy Johnson
Selling a recent commercial investment?
26 October 2018 | 5 replies
However I am also slightly aware of programs to roll over into new investments and avoid taxes.
Adrienne Medina
Self Directed IRA for Investing
13 November 2018 | 7 replies
Then you can rollover your current IRA and invest.
Account Closed
Stock Market Stinks (Down -800 points Today) - Real Estate Great
25 October 2018 | 193 replies
Literally, about a week and a half ago, I decided to go ahead and take my profits and do the rollover.
Haresh Melwani
Best Low Cost Self-Directed IRA Provider/Custodian
29 October 2018 | 6 replies
I plan to rollover from my employer's 401k to one of the above.
Isaac Molina III
Would like to fully withdraw from my 401K for REI.
4 November 2018 | 9 replies
If that's the case, at some point all the assets will be released either for rollover to the new plan or to an IRA A/C.
Brad Tarry
Funding a Self Directed IRA
1 October 2018 | 9 replies
It can accept contributions and rollovers from other plans in the same fashion as any other IRA, either during the initial setup or in the future.The one thing I would be sure to check on is whether your new 401(k) would let you roll out any of the funds you are rolling in.
Seann Brown
Cashing out 401k to buy rental property
19 September 2018 | 9 replies
Read this: https://www.fool.com/investing/general/2015/10/02/...Under certain circumstances, you can roll-over your 401k to a self-directed IRA and buy a rental property from your IRA.1.
Robert Reineri
Solo 401K Loan Question
15 November 2018 | 7 replies
You will want to review your plan documents, bu the following solo 401k distributions rules generally apply:After-Tax Contributions and Rollover Contributions.
Hank Hebel
Inherited IRA Rollover Question
21 September 2018 | 11 replies
@Hank HebelIn the case of an IRA that was inherited by a non-spouse beneficiary, as long as the inherited IRA is processed as a direct-rollover (i.e., a direct trustee-to-trustee transaction) it will not trigger the payment of taxes.
Royce Hodnett
Commercial Investing Without Syndication
19 September 2019 | 34 replies
Essentially had three 401Ks with different custodians and simply did a “rollover”.Luckily, my laziness paid off as most folks are told to roll it over to the current employer... bad idea unless it’s either mandated or required (usually <5K vested balance per 401K).