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Results (2,653+)
Greg Wright Using a self directed IRA for rehab.
19 December 2016 | 49 replies
Do some research by contacting a professional self directed firm and your tax advisor.The other option is what is referred to as a Rollover as Business Startup (ROBS) plan.  
Mike Bicho Self Directed IRA Question
30 March 2017 | 4 replies
You would be able to rollover a 401k in a SD IRA & combine assets if you leave your employer at a future date.
Andrew Postell Yay! Tax Season! What you need to know on claiming deductions!
21 January 2024 | 43 replies
You MUST claim in it 2018...even it at the very minimum it get's carried over as a roll over non-operating loss in 2019. 
Jason R. Self-Directed IRA Investors
24 July 2019 | 24 replies
@Jason RyersonThe Self-Directed IRA and Solo 401k Differences CONTINUEDThe 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.)
Sarah Robinson Hard Money Loan Draws
28 August 2018 | 16 replies
Each draw will cost between $100-200, and then you get your money back, so the snowball starts to rollover once you begin the process.Just make sure how the HML will reimburse.
Ronald Perich Why you need to take an active role in your future
22 April 2016 | 8 replies
Or, you can build up your 401k, then when you switch to another job or retire, you can always rollover that into an IRA or even a Self Directed IRA that allows investing in real estate and other assets.
Shawn Fletcher solo 401K - Roll Over
8 September 2021 | 2 replies

Hello All,
Anyone familiar with https://www.irafinancialgroup....
I'm looking to transfer existing 401K from previos employer into a solo 401K.  Seems like there are several companies that perform this service, and ...

Josef Super Rollover 401K to a Self-Directed IRA for property purchase
25 July 2017 | 5 replies

Hello BP community! I have recently switched jobs and have accumulated $88K in my 401K. I am looking to invest these funds in real estate instead of keeping it in mutual funds, bonds, etc. My plan is to roll it over i...

Jimmy S. Do I need a new lease every year?
7 September 2017 | 12 replies
It does say in the lease that it will automatically renew but wanted to see how everyone else does it if they rollover the lease or resign the next year.
Linda S. Traditional IRA or mutual/index funds first?
17 May 2013 | 12 replies
I would rollover my tradional IRA into a self directed IRA.