He's a CPA with a focus on strategic tax planning.

This kind of govt nosiness and overreach is why I initially decided against the financial planning industry before starting in credit. you can thank 2008 and all the fraud that went on for that.

Yes, 401(k) plans, IRAs, SEP-IRAs and all other kinds of retirement plans are still the backbone of your wealth accumulation, especially if they are self-directed.

The first one that comes to mind is do you plan to keep working while building your real estate empire?  

I'm presently a facilities engineer by trade, who does some construction and maintenance for landlords on the side, hoping to get back into the private real estate game.

It seems like it would be great to flip one property while planning on getting another one ready to add to my rental holdings.

Hey Everyone,I have a potential investor I've been working with that is planning to use investors edge for their loan.

I'm finishing up an ADU garage conversion in Downtown Sac and plan to do medium term rental for travel nurses.

I have a similar project in Buffalo NY, however, I had to change plans when I got further into regulations.  

If your client is planning to use a loan to purchase the portfolio, they should be aware that many lenders include prepayment penalties or restrictions when properties in a portfolio are sold off individually.