But deep down, they’ll know this was a smart play tailored to them.Let them come to you.

I get where you're coming from, through the eyes of your CPA who has to process and file all of the tax forms and keep track of the basis in the Roth IRA it is less work and red tape to just take it from a brokerage account but at the end of the day it's a viable strategy to use the Roth the way you're describing.

I don't know which nearby state you're considering (PA is probably the most attractive) but local municipalities will sometimes enforce extra red tape and/or protections for tenants beyond the state-norm.

For those looking to use the Plastiq + Credit Lines for a down payment/closing costs you need to consider the following:Most banks will normally require seasoning of funds so if you use Plastiq to perform a wire transfer to your bank account (or that of the Title company) it may throw up red flags.

I encourage you to dive deep into forums, listen to podcasts, and connect with like-minded individuals.

Im weary of the work it takes to switch, but am looking and definitely considering it before we get in too deep. 

However, employer profit-sharing contributions (up to 25% of W-2 wages) are not subject to FICA taxes and do not appear on the W-2.To stay IRS-compliant, ensure your Form W-2 and Form 941 properly reflect deferrals, and maintain a reasonable salary to avoid red flags.

Those returns will give you some insight into the integrity of the Syndicator, as well as raise red flags of a possible Ponzi scheme taking place with your money.Let’s look at the balance sheet again on the IRS Form 1065.

At least I got good appreciation from those properties.These days, many state governments are trying to force more landlords to accept Section 8. one of my clients in the deep south was mentioning in her section 8 portfolios she manages for investors.

To me, this is a red flag.He's trying to keep liberals from wanting to move to Texas.