Joe Schmoe62 years old$4,300 a month gross incomePlans on retiring in 3 years, wants to downsize to a more affordable unit in preparation.All seems great to me so far, but upon running his information (I used "MyRental" for the credit/background check), found that he has an extremely limited credit history?

With the contracted work plus DIY, we were hoping under 50K, maybe 60K.We have great credit and are retired military.

I red some books and came to an opinion that real estate is the best way to generate passive income and retire early.

As a soon to be investor, I want a piece of what is being sold in REI today (cash flow, appreciation, and retire from my W2).

This allows for proper retirement of assets.If a property has already been sold it may still be a good candidate for cost segregation as long as you sold the building and have not filed the tax return.

I would like to give my longtime accountant some company stock (C Corp). she can sell at retirement.

Do they want to retire/downsize portfolio but want to retain cashflow? 

@Huiping ShengAshish is correct.Self-directing a HSA has many problems, including limited funding and a potential need for liquidity that may not align with alternative assets.Partnering into a LLC any two different retirement accounts, whether IRA/HSA, Traditional/Roth, Husband/Wife, etc. is {technically} possible and offered by some providers, but it creates a logistical nightmare for several reasons, including the need to create a partnership tax return, limits on adding new funds, complications distributing funds, and a need to always keep the fractional ownership identical to the initial percentages.

I’m debt free, have plenty in after tax investments, plenty of retirement savings, and a (very) solid income.

Well, she just retired at 30 years as an E-9, while my hubby is now at 24 years (I got out to be Mom after 6 active and 4 reserve...and started buying houses as a job).