Here are my current holdings: $28K in Money Market Savings $13K Roth IRA $10K in Wealthfront (90% stock / 10% bonds) $3.5K in Betterment (90% stock / 10% bonds) $46K in Fidelity Rollover IRA - Me $20K in Fidelity IRA - Wife No debt.

HELOC, 401k loan, sibling or friend's self-directed IRA, some people use IRA rollovers for a 60 day loan.  

The rollover was supposed to be complete by 4/1/11 We notified them by May 1st and its been since then and the Human Resources dept. can't seem to locate the funds.

Ken,What you need is to rollover your current retirement account into self-directed IRA or self-directed Solo 401k.

We have a new client/investor that recently received a non-qualified Annuity from her mother's estate.  The ROI from the annuity is less than 5%.  She wants to cash out, while minimizing/avoiding taxes & invest in...

Hi Daniel, The 1034 Exchange was the old/previous "rollover" provision where you could sell your primary residence and defer or rollover over the gain from the sale of your primary into the purchase of another primary residence as long as you did so within 24 months.

Hey guys, new member here. I recently listened to the Gabe Desilva podcast here and it he mentioned through out that he rolled his 401k to aan ira to avoid early tax penalty. Im looking to do this same thing with my r...

Will I be subject to the long-term capital gains rules, or since I plan to live in 1/2 of the duplex with it qualify as a rollover of equity? 

I have also looked at others as well, but not as close.I am gearing up to leave my W-2 job in the coming months and have deiced to pull out my pension(which has been sitting there for the past 3 years, I can't roll over until I leave), and my 401k( I did the numbers with the penalties and taxes as well).

If it is a rental there is no way based on a conservative ARV you can refi enough of your cash out after rehab to roll over.