Tina Artigliere
Quest Trust Suddenly Closed down Administration on their Solo 401K Plans
17 January 2025 | 24 replies
I reconcile our trust account each month in about ½ an hour.
Stanley Nguyen
Tax on private lending fund
21 January 2025 | 14 replies
You can fund it with funds in former employer plans and/or IRA accounts.
Jamie Dupont
Jacksonville MTR Advice
25 January 2025 | 2 replies
Here is my account LOL, I don't know why it logged me in the other way without my account connected.
Rafael Valdor
Are there red flags in PM agreement?
20 January 2025 | 2 replies
. - PM provides a cash based accounting report every month, for every unit under management, that clearly labels all rent, all expenses, including management fees, and the net directly ties to the amount of money deposited into my bank account.- PM is a licensed handyman, or has them on staff, and takes care of most unit turn work at a reasonable rate. - PM has no breakup/termination fee- PM does not take project management fees, except on large or complicated CapEx projects exceeding $5,000.
Garrett Ramela
What's going on with Azibo? Any recommendations?
20 January 2025 | 4 replies
When you have employees promoting the platform like it is the best platform ever and free accounting services, it was going to go down sooner or later.Pretty sure their other services are going to go down shortly.Baselane is offering assistance I believe, but they are just like Azibo.
Amanda Lindsay
Is Rent Redi too good to be true?
19 January 2025 | 13 replies
The part that I can see being the most beneficial to us, personally, is the "REI Hub" which is the accounting piece that you can opt to pay for as part of your monthly subscription.
Maxwell Silva
How do I market myself as a new agent?
25 January 2025 | 26 replies
Take stock of your current credit score and accounts.
Aaron Fischer
Transition to Inspira Financial Trust from Quest Trust Company
21 January 2025 | 3 replies
Hi Aaron,It's always challenging when companies go through transitions like this, especially when it involves something as personal and critical as managing retirement accounts.
Keith Groshans
Keep Idle Cash Working in SDIRA
15 January 2025 | 8 replies
My custodian does not have a money market or similar sweep account to keep idle cash earning.