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23 August 2020 | 17 replies
@Hyung Lee I think you need a better advisor.
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16 September 2019 | 74 replies
They will be under your expert care :)@Rodney Harris thank you!
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18 June 2018 | 15 replies
@Michael Lee yep, definitely thought about that too.
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7 August 2018 | 2 replies
Hi Lee,Sorry, I'm not familiar at all with the RES loan?
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8 July 2020 | 12 replies
@Su Lee Glad to provide the link to the podcast hosted by @Taylor L.It's accessible at: https://www.passivewealthstrategy.com/self-directed-ira-myths-what-are-udfi-and-ubit-with-bernard-reisz/The question that you're looking to get answered is addressed (I believe) somewhere in that episode, but there are certainly other great resources for that - as well as plenty of unreliable resources on the web.When looking for an account-type for yourself, the best guidance that I can give is that you work with a company that provides multiple account-types (401k/QRP/SDIRA/401k-LLC/QRP-LLC/IRA-LLC, etc.) - so that you get the account that fits you best.A service-provider that only delivers a single account-type is too likely to mislead and misinform, because these are definitely not "one-size-fits-all."
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29 January 2011 | 8 replies
We have only dealt with Mark Kohler directly, although we do have the contact info for his Irvine partner, Lee Chen, if we can't get a hold of Mark in a time critical situation, whatever that might be.As Bryan said, I don't believe in the "one stop shop" for legal advice either.
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31 May 2022 | 35 replies
@Austin Lee I would say do not give up on your dreams!
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4 June 2015 | 44 replies
That being said, our taxes in Lee County are roughly 2% of assessed value.