You may need to convert or roll over your current 401K but there are many strategies to use retirement accounts for investing.

The rest will roll over to your next tax year and so on.

Hard to say without some more details, but having just gone through this the first time myself:My understanding is that if the Ohio property is an LTR, you can only use losses from that to offset against LTR gains and rollover the rest.

If yes, you may want to roll over the funds and then take a loan out on the 401k.Best of luck

Great info about the UBIT, am I able to roll over an old employer 401k into a Solo401k?

So on their death I’d be paid out my principal and interest first and then any equity remaining would pass through their wills.My biggest concern with that idea is I think I’d be subject to high rate income tax (not lower rate capital gains tax) on the interest when it’s repaid, and I don’t know of any way I could rollover or defer that gain.I’m pretty sure I’m not the first person to come across this challenge, and I’d welcome any creative ideas as to how best to work it.

To avoid penalties, you could actually roll over the old 401k's into a self-directed IRA (I use Entrust) and invest in real estate if you have enough funds to cover purchase but all the money has to go back in to the IRA.

Some HML's will fund the deal with no money out of your pocket if the numbers make sense, in fact, some will even roll over the interest until the maturity date.

If you find yourself in a situation that you don’t have enough funds in your IRA to pay for an expense you can make a new contribution (subject to annual limit), rollover additional funds from another IRA or 401K if possible, get a loan, bring in a partner, sell portion of the property... these are just some of the options.

I am considering a rollover from a previous employer's IRA to a new custodian that will permit investments in real estate, particularly syndications as an LP.