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23 January 2025 | 26 replies
So art my 401 k since 2010 was doing 11% to 12% (google,Microsoft, Meta, Amazon...etc).
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15 January 2025 | 15 replies
I've consulted a few times over the years with planners and with the way I buy properties, my liquidity requirements, and my concerns about about how government overspending affects the future, makes me a poor candidate for IRAs and 401(k)s with the stifling regulations.
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11 January 2025 | 4 replies
Quote from @Dale K Poyser: Depends on your goals and the current market.
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5 January 2025 | 7 replies
I assume this income/loss is passed onto your personal return through a K-1 and the business files a 1120?
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10 January 2025 | 4 replies
@Michael K Gallagher Thanks for the response.
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12 January 2025 | 13 replies
Alternatively, your sibling might use a 1031 exchange to defer taxes by reinvesting in like-kind properties, though this doesn't directly fund a primary residence.Other ideas include leveraging a HELOC on the rental properties for the down payment, taking out a 401(k) loan, structuring an owner-financed agreement, or a lease-to-own arrangement.
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7 January 2025 | 1 reply
Also used 401(k) money to suppliment what I needed.
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7 January 2025 | 0 replies
Also used 401(k) money to suppliment what I needed.
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26 January 2025 | 51 replies
I've gotten my distributions on time, got my K-1, and no capital calls yet.
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9 January 2025 | 46 replies
I have a pretty straight forward return with a W-2 and a K-1 from an LLC.