I also have the LL roll over on my rentals, but the bill comes to my house.

@Alan Feldman To clarify, you have 180 days to roll over your capital gain into an OZ Fund.

@Nathan Emmert @Lumi Ispas remember that although you may not take losses over 150k FOR THAT PARTICULAR YEAR that it rolls over and could come in handy later for a year when you do not make 150k, or alternatively, when the property is sold. you only need to be a real estate professional for one year to suck all the roll over losses up that accumulate over the years.  

You can roll over the 401k funds to a solo 401k.

I use the Mint app by intuit to tack my budget, and all categories roll over month to month.

Hi there,
I'm new to the world of real estate investing and fix & flip endeavors. I'm currently funding my business through ROBS and I am in search of a CPA well-versed in these domains. I need guidance on how to...

Your "workplace investments" are likely not available until the employer becomes a past employer so a rollover from those accounts are probably not part of the conversation.  2. 

No roll over allowed anymore.  

There are several things you need to be aware of such as UBIT, partnering with your IRA, rollovers, non recourse lending, possibly using a 401k instead of SDIRA , sweat equity, etc. hopefully they can help you do it the best way to meet your goals. 

@Carol,I agree with the other posters that you should publish the name of the company so the marketplace can punish them for their ineptness by not doing business with them.What you are describing has a foundation in actual compliance, but sounds quite out of line, and their unwillingness to work closely with you to resolve the problem is entirely unacceptable.A pension rollover should not require a statement.