
8 November 2016 | 5 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.)

11 April 2017 | 22 replies
My point is, even if you're a wise and experienced LT investor who focuses solely on cash flow and ignores the appreciation variable, the market is the market and no one can escape it.

9 April 2017 | 13 replies
This is accomplished with pen and paper and a few simple lines reciting your intent (be sure to have this assignment notarized).The assignment will escape notice by your lender because it will not become a matter of public record.

11 April 2017 | 14 replies
To get the real costs put the property under contract with a no cause escape clause.

12 April 2017 | 3 replies
I need to have escape clauses for: financing and inspection.

13 May 2015 | 11 replies
So now I feel that I am paying 15k for an expensive fire escape rather than a deck and I feel I am getting ripped off.

9 November 2022 | 5 replies
So once they give you the termination notice, immediately send out an inspector to assess damages and charge the tenant for it before they can escape.

23 January 2010 | 147 replies
As Eddie pointed out, they came here to escape religious persecution and to create a nation that wasn't ruled by a single Church.

21 August 2013 | 7 replies
You are helping her by allowing her a smooth escape out of a lease she can no longer afford, and she is helping you grease the wheels to a sale.Worst case scenario, if the house doesn't sell, you are set up to get her out of the way so you can put somebody else in her place that can afford it.

30 May 2015 | 23 replies
The hoops to jump through for this are many and complicated, so for most people it's not worth it, but I point this out to show that there is some wiggle room in retirement plans and the restricted transaction code shouldn't deter anyone from using real estate in a 401K.As I've said before: "Don't occupy Wall Street, Escape Wall Street!