Ericka G.
Wealth Management for RE Investors
1 November 2017 | 73 replies
Key things to ask are make sure they’re a fiduciary and that any money you give him is held in a custodial account of a third party.
Bradley Shuhart
How much negative cash flow is too much
20 September 2023 | 147 replies
Your parent will have to sign you up for a custodial account offered by an online broker."
Nicole Clemens
Adding More Children after Lease is Signed
17 June 2020 | 10 replies
She is a woman in her late 50s/early 60s who has (long term, temporary) custody of her 3 grandchildren (ages 14, 12 and 9).
Tyler Davis
Tenant moving in kids without consent from landlord
9 November 2023 | 9 replies
The property is a three-bedroom unit, and there are already four occupants: two children and two adults.I reached out to the tenant after learning about this situation, and they explained that they had obtained emergency custody of their nieces and nephews from CPS.
AJ Shepard
Self Directed Retirement Plans
11 November 2019 | 8 replies
If you decide to rollover your funds into a self-directed IRA, some things to look out for would be custodial fees (every custodian has a different fee structure), funding turn-around time, online account access, customer service (HUGE when investment deadlines are coming up), and knowledge and expertise over self-directed investments and IRS rules (this is extremely helpful when you are new to self-directing, you want to make sure you work with a custodian who can help answer these types of questions for you).
Matthew Curley
Stock market funds to rental property investment
5 November 2021 | 9 replies
Since there is no custodial requirement for the 401k, you don't need the additional expense and administration of an LLC to obtain checkbook control.
Danell Lynn
Land owner in Cape Coral, looking to possibly sell
16 January 2022 | 10 replies
I purchased land within a Custodial IRA by rolling in one of my retirement accounts, I would like to try and sell my land as online it looks to have gone up a lot.
Norma E. Vega Sanchez
Best Self-directed IRA
1 March 2021 | 9 replies
Vega SanchezAre you asking for the type of account (there is custodial SD IRA, Checkbook IRA, and truly self-directed Solo 401k) or about best service provider?
Chris Allen
UTMA vs 529 vs ?
28 September 2023 | 11 replies
Hi all, I wanted to get some specific advice as I am planning for my sons (and future children's) future, and am trying to decide on what type of account to open for my son to start investingI originally was drawn to opening a custodial account (UTMA) so I could have more flexibility in the investments I make through the account, as well as allowing him to use the money for whatever he wants without penalty.
Marvin Meng
Self Directed Roth IRAs
29 April 2020 | 18 replies
A few go by XYZ IRA, but when you look more closely they are actually XYZ Trust Company.The self-directed custodial industry is changing.