Eric O.
Buying new primary residence. Rent or sell current home?
12 September 2018 | 1 reply
If we roll over equity it'd be a 10 or 15 year mortgage.
Chris Williamson
Looking for cpa who deals with self directed ira
16 March 2022 | 13 replies
@Chris Williamson, you don't really need a CPA for that because there are no tax implications with the rollover, and like I mentioned earlier all investment income will be sheltered from taxes since it is an IRA, unless you have income from active business or use leverage to acquire investment property (btw, self-directed Solo 401k would be exempt from UBIT on leveraged real estate).
George Evans
Self-directed IRA to invest in real estate.
3 August 2018 | 17 replies
I recently switched jobs and currently debating on what to do with my 401k, now that I have options to do a roll over into my new company's plan, roll into a self-directed IRA, etc.
Sherri Schmonsky
Stock gains into 1031 exchange?
13 August 2018 | 13 replies
I have publicly traded stock which I'd like to sell without getting hammered on taxes.Is there anything equivalent to a 1031 exchange which would allow me to roll-over capital gains from the stock sale directly into a real estate investment?
Kevin Phu
Take Advantage of Gov't "401K" Match
16 August 2018 | 1 reply
Rollovers of funds out of the account may or may not be allowed.
Bruce Harding
Confused on Using a 401K
20 September 2018 | 8 replies
I also have a self directed IRA from the past.To roll over my 401K into my IRA I would have to shut down my S-Corp and start a new S-Corp I thought.
Scott Smith
Opportunity Zones Investing
28 September 2019 | 33 replies
@Scott Smith yes SikariLuxe.com has open opportunity funds available for capital gains rollovers.
Matt Millard
Is a self directed IRA even worth it?
21 September 2018 | 36 replies
Term life insurance is cheap unlike cash value life insurance and will enable you to buy enough coverage, with cash value you probably don't have enough.IRA can only be funded with new contributions from your earnings or by rollover from another retirement account.
Travis Darden
Using 401k to buy multi portfolio.
20 July 2018 | 7 replies
There is a program referred to as a Rollover as Business Startup that allows you to use existing tax-deferred retirement savings to capitalize a business that you are actively engaged in.
Dave Bolduc
Looking at Strata Trust for a self-directed IRA, comments?
5 June 2018 | 2 replies
I have a 401k I want to roll over so I can buy real estate with my retirement money.