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7 September 2017 | 4 replies
Thank you all in Advance!
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23 September 2017 | 18 replies
Thanks in advance for any suggestions.
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8 September 2017 | 8 replies
., 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.)
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6 September 2017 | 0 replies
I also plan on attending two REI meetings this month in my area to hopefully network there but I wanted to try to get a handle and direction on this to be more prepared for my meeting on Saturday.Thank you everyone for your time in advance!
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12 September 2017 | 4 replies
Thanks in advanced!
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8 September 2017 | 3 replies
Thank you in advance!
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7 September 2017 | 0 replies
Attached is a detailed report of the real estate market nationwide.
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12 October 2017 | 2 replies
Thank you in advance!