Eugene Lubman
Selling to a family member (or transferring to a trust?)
19 November 2024 | 5 replies
I know you said why but I mean, what does actually transferring the units accomplish?
Jorge Borges
Has anyone worked with Tardus Wealth Strategies?
15 January 2025 | 144 replies
So in reality, I've made $142...luckily I have extra cash and was able to make those LOC payments without taking the Prosper money...but I cannot imagine going into my account and transferring the money out of Prosper to my bank every day over a 2-4 week span...unless you "skip" the initial month and let the cash build up...the point...it's tedious as F*&K to manage.
Rachel Marshall
Buying real estate under my name, but money coming from someone else
25 November 2024 | 2 replies
They will have requirements on how you can document the transfer of funds.
Nishan Akwalia
1031 followed by quit claim deed
29 November 2024 | 5 replies
Transferring a 1031 exchange property into an LLC shortly after purchase typically won’t trigger immediate tax consequences for your wife if the LLC is a disregarded entity, as you file jointly.This post does not create a CPA-Client relationship.
Ryan Dunn
Unexpected Rate Increase on BRRRR Loan – Is This Normal?
10 December 2024 | 36 replies
Usually an appraisal can be transferred to a new lender, so as long as it wasn't completed 90+ days ago, it should still be valid.
Michael Moore
Closing residential property in a Trust
26 November 2024 | 2 replies
If you are closing on a property that you will reside in, can you close it in a Trust, or do you have to close it in your own name, and then later transfer it into a Trust?
Richard Nguyen
Experiences with SDIRA
29 November 2024 | 9 replies
You can transfer cash and assets from one IRA to another IRA anytime, this is a non-taxable event.
Matthew Holden
SDIRA -- Friendly Banks Offering Interest
26 November 2024 | 6 replies
Worst case you can transfer the money from the current custodian into Fidelity and back and forth it would just create work for you and possible wiring fees....
Thomas F Blaskey
1031 vs Gift vs Sale
26 November 2024 | 3 replies
This seems like a lot of work to save 15% of $35k in taxes (Less than $5k.) especially if you have transfer taxes or title insurance, or you convert your long term 15% rate in to your son’s regular income tax bracket.I hate paying taxes as much as the next guy but this lemon isn’t worth squeezing.
Craig Salzer
Norada Capital Management notes
1 December 2024 | 68 replies
Norada’s promissory notes generate predictable monthly passive income transferred to the investor’s funding account via ACH,” ( Link ).Santarelli confirms these fixed, double digit returns in a detailed YouTube video presentation (Link, at 35:08).