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Results (2,608+)
William J. Morgan Looking for advice or opinions ....
24 March 2020 | 9 replies
Long story short , I got around $12,000 in a rollover IRA that I could pull from to make this work.
Alec Davis Intense HOA issues. But 'issues' is an understatement.
27 July 2020 | 18 replies
Most (including me) just roll over because the ends doesn't justify the means.In this pandemic it'll probably be like pushing a rope uphill.
Robert Dobbs National Assoc. of REALTORS® wins relief from the IRS
10 April 2020 | 1 reply
If an investor who sold a capital asset planned to roll over the gain into an Opportunity Fund and the 180-day deadline to do so falls between April 1 and July 15, 2020, he or she can make the investment as late as July 15.Also, sole proprietors who pay quarterly estimated taxes now have until July 15 to file their second quarter payment.
Anton Ivanov List of COVID-19 Resources & Relief Programs for Investors
27 April 2020 | 9 replies
Great summary, @Anton IvanovTo add some clarifying comments regarding the rules allowing for up to $100k 401k/IRA penalty-free distributions and up to $100k 401k loans:1) You have to qualify (i.e. your health or financial circumstances has been impacted by the virus in one of the enumerated ways)2) Your plan has to allow for such distributions/loans (i.e. employers don't have to allow it)3) The loan must be taken by 9/23/20204) The distribution must be taken by 12/31/20205) For distributions, you can Waive withholding requirement (typically 20% when taken from employer plan)6) For distributions, you may avoid the taxes if you deposit the funds in an eligible retirement plan (which includes anIRA) within "3 years and a day" of the date of the COVID-19 distribution (note: compare to a 60-day rollover).
Sean York Financial Planning for the Unemployed during COVID-19
16 April 2020 | 1 reply
Thought about working with a financial planner to help consolidate all my IRAs and investment accounts,  rollover some retirement funds into a ROTH IRA so I can utilize it in the future for investment and be prepared for life after COVID.  
Sean York Real Estate Investing Strategy for the Unemployed during COVID-19
17 April 2020 | 4 replies
Thought about working with a financial planner to help consolidate all my IRAs and investment accounts, rollover some retirement funds into a ROTH IRA so I can utilize it in the future for investment and be prepared for life after COVID.So I guess my question is. . .any advice for an unemployed professional with no income that is starting out in REI in midst of COVID-19
Sienna Parker Invest in 401k or save as cash?
26 March 2020 | 23 replies
All income flows back to the account.If you are still working for the company and wanted to self-direct your retirement funds, you can check with your employer to see if your plan allows for an "in-plan rollover".
Shayla Collins Is it too soon to panic?
29 March 2020 | 17 replies
Although I'm not in the Atlanta Market my main strategy over the last year was flipping houses to gain short-term capital to roll-over to MF's.
Greg Gangle How to purchase your next property?
29 March 2020 | 10 replies
@Greg GangleSection 85 in the Canadian Tax code is a rollover which will allow you to transfer a property held in your own name into a company, which is owned by you, without an immediate taxable event. 
Karina Ruiz Which type of Retirement Account is best for Investors
11 May 2020 | 18 replies
You can roll over an IRA from a previous employer if you have one.Buy some Tax liens cheap and hope they turn into owning a house.