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Results (2,639+)
Gary Parilis Self-directed IRA: What criteria to choose a custodian/admin?
28 January 2020 | 5 replies
Can I move funds to the SDIRA , ad hoc, as I need them or is there some cost or prohibition on too many of those rollover transactions?
Natalie Wells Investing with your 401k
26 February 2020 | 4 replies
Please see additional considerations below.If you are eligible to set up a self-employed Solo 401k (or have a 401k plan through an employer which accepts rollover contributions and allows for 401k participant loans), another alternative which would avoid taxes and penalties would be to transfer your funds to such a 401k plan and then take a 401k participant loan.
Matt Bailey Best self-directed 401K/IRA - who do you recommend?
7 March 2020 | 3 replies
Can you rollover a sep IRA into self directed?
Hjiorst Fjioords Converting Roth Solo 401k to Self-Directed Roth Solo 401k?
3 March 2020 | 2 replies
(This is where someone would chime in if I have this wrong.)My question is: Can I roll over my existing Roth Solo 401k into a Self-directed Roth Solo 401k? 
Heath Jones Can you transfer a TSP account in to a Qualified Retirement Plan?
6 March 2020 | 3 replies
I'm looking for information about whether you can rollover funds in a TSP into a QRP, while still working. 
Lawrence Paul HELP: Net Gain/Net Loss after 1 year!?
13 March 2020 | 1 reply
Currently dealing with a bank for a new mortgage (trying to roll over $11,000 losses from repairs, ect)The property cash flows at $400/mo, but I rolled over all my losses, taxes says 0 gain, 0 loss, but I rolled over all the extra 'losses' until next year.Mortgage is trying to tell me that I am losing $800/mo on the property and being a pain in the *** for approving my new loan.I know the freddy and fannie verbiage says something like after one year only the net gain and net loss can be calculated.
Ulrick Edmonds Self Directed IRA Usage
14 March 2020 | 13 replies
I’ve been looking into different entity types for ownership of the business and since I will be leaving my w2 job (hopefully) later this year and will have a 401k rollover to do and was planning on a self directed ira that I plan on having invest in the contracting company.
Jean Santiago How does Heloc vs Refinancing Work?
29 March 2020 | 19 replies
So I roll over the HELOC to a new one every 10 years to pay interest only.
Natalie Cloutier Coronavirus: email to send to your tenants
14 April 2020 | 160 replies
I feel even those tenants that could have a tough time coming up will not just roll over and ask for a handout.
Kin Lay Question about Rollover 401K Setup
23 March 2020 | 5 replies
I had around 40K in Fidelity 401K account and I rollover-ed to TDAmeritrade when I left the company.