If you are not rolling over to a custodian, but just changing the plan administrator and recordkeeper, you should be able to retain the titling of the investments, which may simplify the process. 3) You should be able to retain the current bank account for the Solo 401(k), but may need to switch to a banking partner that is more compatibly with the Solo 401(k) platform you use. 4) If you have a self-directed brokerage account tied to the Solo 401(k), you may need to make some adjustments there. 

You’d avoid higher financing costs for your personal project and simplify your financial picture.

If you're not set on a specific market, it's worth waiting until you choose, as forming the LLC in your target state can simplify compliance, property registration, and taxes. 

However, if locking in lower rates and simplifying payments are prioritized, DSCR refinancing on both properties could be a better long-term play.What’s your next investment strategy—another rental or a flip?

highlight_post=6803139&page=1#simplified-forums__discussion__replies-containerI have no reason to alert you of this danger other than honestly trying to help you avoid the trap that the rest of us fell into.FOR YOUR OWN SAKE, DO NOT BELIEVE ANYTHING MARCO OR NORADA TELLS YOU UNLESS YOU SEE IT IN WRITING AND HAVE IT VERIFIED BY YOUR LAWYER. all investments have a perfect pay record until they dont.. did you really think when you asked the question they would say..

They see a renewal of the current business tax rates, regulation and permitting rules getting slashed, tax code being simplified, and federal deficits on a one-way ticket down the elevator (which are a longterm drag on economic productivity).Just look at the growth in tax code complexity over the last 20 years.

My first appointment with them is early May, so i will updated how the meeting went and answers to questions that I have for them as well.How it Works:We’re a full-service real estate investing company simplifying rental property ownership.

@Phil Petite Forming an LLC in Tennessee is recommended if your rental properties are located there, as it simplifies legal compliance, avoids the need to register as a foreign LLC, and aligns the LLC with Tennessee's laws for property management and tenant disputes.

Just to clarify, there is no limit to what you can raise as a nonprofit but, as Shonda mentioned, you can do a simplified filling if you intend to raise less than 50k a year.

This significantly simplifies the process as it takes the secondary market out of the construction part of the process.