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Results (2,651+)
Bernard Chouinard 20K worth it for Self Directed IRA?
29 March 2017 | 25 replies
I would simply roll the 401-k funds over into a rollover IRA and into a low-cost mutual fund and forget about it.
Toyin Dawodu Hard Money Lenders-Are they for real?
25 March 2017 | 4 replies
I believe this is in part to the tie in that these lenders have with conventional institutions along with the rollover transitional loans they are marketing.
Armen Zakarian Using 401K/IRA to Purchase Property
3 April 2017 | 10 replies
In order to do so the first thing you need to do is to setup a Self-Directed IRA and rollover your current IRA or 401k into it.
Tavares L. Withdrawing from TSP or Home Equity Loan?
31 March 2017 | 10 replies
If you can wait for the returns, roll over the TSP.  
Elaine Jordan Moving IRA money to a Self-Directed for Investing
27 January 2017 | 3 replies
The Self-Directed IRA and Solo 401k DifferencesIn order to open a solo 401k, self-employment, whether on a part-time or full-time basis, is required;To open a self-directed IRA, self-employment income is not required;In order to gain IRA checkbook control over the self-directed IRA funds, a limited liability company (IRA LLC)  must be utilized;The solo 401k allows for checkbook control from the onset;The solo 401k allows for personal loan known as a solo 401k loan;It is prohibited to borrow from your IRA;The Solo 401k may be invested in life insurance;The self-directed IRA may not be invested in life insurance;The solo 401k allow for high contribution amounts (for 2016, the solo 401k contribution limit is $53,000, whereas the self-directed IRA contribution limit is $5,500);The solo 401k business owner can serve as trustee of the solo 401k;The self-directed IRA participant/owner may not serve as trustee or custodian of her IRA; instead, a trust company or bank institution is required;When distributions commence from the solo 401k a mandatory 20% of federal taxes must be withheld from each distribution and submitted electronically to the IRS by the 15th of the month following the date of each distribution;Rollovers and/or transfers from IRAs or qualified plans (e.g., former employer 401k) to a solo 401k are not reported on Form 5498, but rather on Form 5500-EZ, but only if the air market value of the solo 401k exceeds $250K as of the end of the plan year (generally 12/31);When funds are rolled over or transferred from an IRA or 401k to a self-directed IRA, the amount deposited into the self-directed IRA is reported on Form 5498 by the receiving self-directed IRA custodian by May of the year following the rollover/transfer.Rollovers (provided the 60 day rollover window is satisfied) from an IRA to a Solo 401k or self-directed IRA are reported on lines 15a and 15b of Form 1040;Pre-tax IRA contributions on reported on line 32 of Form 1040;Pre-tax solo 401k contributions are reported on line 28 of Form 1040;Roth solo 401k funds are subject to RMDs;A Roth 401k may be transferred to a Roth IRA (Note that from a planning perspective, it may be advantageous to transfer Roth Solo 401k funds to a Roth IRA before turning age 70 ½ in order to escape the Roth RMD requirement applicable to Roth 401k contributions including Roth Solo 401k contributions and earnings.)
Thomas Wolthoff Selling investment prop and avoiding capital gains
26 January 2017 | 6 replies
I equate it to a 401K rollover or transfer of stock account to another company.
Bruce Michaud SDIRA LLC can it open a brokerage account ?
28 January 2017 | 4 replies
You can have multiple IRA accounts and it is pretty easy to move money between them (as long as you don't commingle Roth with Traditional or rollovers with contributions).  
Zach Hodge Dallas Tax Expert Recommendation & Anyone's Thoughts on Situation
27 January 2017 | 6 replies
ZachOptions: 1. 1031: Rollover to new Investment.
Avel Arci Who's cashflowing investing from a market like SF Bay Area? How?
11 July 2018 | 72 replies
Rather than roll over its Treasuries into new notes upon maturity, it is simply cashing them in.
Vina Real financing with rollover IRA?
12 February 2017 | 3 replies

Hi, guys! Recently, I rolled over my 401k from my previous employer to a Fidelity IRA. Now, I'm thinking of funding my first property with my own cash and some money from that IRA since I'm afraid of getting an HML or...