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.
Kathy Grossart
1031 exchange within an existing SDIRA
27 January 2025 | 5 replies
Hopefully your accountant did not file an 8824 reporting the 1031 exchange.
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.
Jim Stanley
Worth it to use insurance for a repair.
23 January 2025 | 9 replies
@Jim Stanley Keep in mind any expenses of your SDIRA asset must be paid for by the account that owns that asset.
Devin James
New Home Buyers are Strapped for Cash
24 January 2025 | 3 replies
Some costs are eliminated (such as 'soft charges') while others are accounted for in the interest rate.
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.
Brad Kanouse
IRA funds as down payment
22 January 2025 | 21 replies
There is an amount that you can distribute from an IRA account to purchase a personal residence.You then might be able to turn the personal residence into an investment property.Best of luck.
Cameron Marmon
Did I mess up when establishing this LLC for my wife and I?
26 January 2025 | 10 replies
Quote from @Sharon Bancroft: @Cameron MarmonI had this same situation and my tax accountant filed the change for me ( one time filling) and we now file it on our personal as a disregarded entity.
Rene Hosman
How much time do you spend prepping for taxes?
14 January 2025 | 28 replies
I’ve got her dealing with 8 properties which have individual accounts.