
3 December 2024 | 1 reply
I use Advanta IRA and have been happy with the level of service that they provide.

5 December 2024 | 25 replies
Forget the technical name like an IRA.

3 December 2024 | 3 replies
Stessa for the rentals, Monarch for the other accounts (IRAs, brokerage accounts, cash, etc.)

17 December 2024 | 86 replies
Transfer it into a Roth IRA 6.5k as you are able (IRS contribution limits will make this take a while).

5 December 2024 | 87 replies
. - The minimum investment is $10,000 (or 2 shares) so small-balance IRAs, HSAs, and Coverdell ESAs may participate.

29 November 2024 | 9 replies
If you violate any of these rules you could blow up your IRA or 401k and the IRS could force you to distribute all of the assets in the IRA or 401k.

14 December 2024 | 101 replies
And they end up talking about credit repairs.But then, things turned VERY FISHY:They asked people their credit score and asked us to fill out a "Strategy Session Checklist" that asked about the full legal name, occupation, annual income, bank account $, 401K, IRA, TSP, Available Credit on Cards, and Credit Score.Instead of actually having a 1-1 personal financial coaching, they got your financial info and "taught" you to apply for a credit card and pay for their $39,500 program.

3 December 2024 | 29 replies
I have my HSA, my roll over IRA, and an account I keep there for emergency funds.

26 November 2024 | 6 replies
Tasty Trade is a brokerage that has allowed IRA LLCs/Trusts to open brokerage accounts.

3 December 2024 | 21 replies
Get a DBA and use to open a business bank account.Have your properties "hire" the DBA to manage your rentals and collect rents.Most states require a lease to identify the owner of a leased property, whether a person, trust, LLC, IRA, etc.Landlord = Lord of the Land = Owner per deedAgent = someone legally representing the ownerProperty Manager = Agent