I have many questions about this topic - moving from self-managed to PM - I'll post something separately on this topic. 

Here is an article from Wolters Kluwer that covers the entities exempt from reporting.

@HaiderFord is also talking about the impact on Memphis.Here is an article Ford put out 12/24https://fordauthority.com/2024/12/ford-blueoval-city-set-to-...

The easiest solution to combine your two Stessa accounts would be for you to add the email address you have associated with BiggerPockets as a collaborator to your already active Stessa account.Then log in with your BiggerPockets credentials (as that collaborator) and it should upgrade your Stessa account.Here are some easy steps to follow: https://support.stessa.com/en/articles/2105533-the-power-of-portfolio-collaboratorsIf this does not work, please message [email protected] and we can work with Stessa directly to get you set up.

Like this thread: https://www.biggerpockets.com/forums/921/topics/1139443-due-... 

Check out this thread on Norada Capital Management here on Bigger Pockets where out of the blue this big syndication suspended payments to all it's (many) members:https://www.biggerpockets.com/forums/960/topics/1196567-nora...  

https://www.biggerpockets.com/forums/48/topics/1159104-overl...

Here is my experience, and my regrets: https://www.biggerpockets.com/forums/922/topics/1133476-hous...At this stage, Zillow and a mortgage calculator are your friends.

Here are some rules:  https://www.nerdwallet.com/article/investing/roth-ira-withdrawal-rules#:~:text=Contributions%20can%20be%20withdrawn%20from,made%20without%20taxes%20or%20penalties.I agree that you shouldn't let the tax implications be the main driver of your decisions, but you do want to be aware of the potential tax implications because Uncle Sam will want his money.

Again, the BiggerPockets store has some books on this topic, or you can learn about it by watching podcasts, reading blogs, and interacting on the forum.