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29 January 2025 | 9 replies
Many people choose NOT to have this, because the administrator will then vet every investment you make to ensure you do not invalidate your IRA.Invalidating your IRA means that you've done a prohibited transaction and the entire account is then deemed as distributed to you.If you don't want checkbook control, then I recommend a plan administrator such as Equity Trust - www.trustetc.comIf you are sure that you're aware of all the rules around prohibited transactions and disqualified people (who you can and can't do business with), then a plan administrator like Sense Financial would be a good place to start talking.
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27 January 2025 | 11 replies
.: Quote from @Audrey Sommer: A couple weeks ago, I was talking to a texan resident that came up to Washington State to help the company I work at, train our team for a new product launch.
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7 February 2025 | 0 replies
I'll be talking to my CPA about this later this month but wanted to see if anyone else has done this sort of thing.Thanks!
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7 February 2025 | 5 replies
@Aaron Smith is the guy you need to talk to.
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6 February 2025 | 2 replies
In terms of using BP - I highly recommend setting up some "keywords" in your settings so that you can get alerted to discussions that talk about "CPA" "Bookkeeper" or "Bookkeeping" and related terms!
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6 February 2025 | 6 replies
I buy all over DFW for large investor, and I always enjoy talking shop.
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6 February 2025 | 2 replies
There are limited exemptions such as if you inherited the property where it would be allowed.There are technical means to navigate the 90 day rule but your best bet by far is to talk to the lender and let them know the situation and ask for their direct guidance.
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4 February 2025 | 4 replies
The few times I called the office, they were always happy to spend time talking.
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22 January 2025 | 2 replies
In my experience investors love talking about investing.
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31 January 2025 | 3 replies
OR feel free to PM and we can talk.