The other 2 are already updated.Please let me know if I should provide anything else and thank you in advance for any wisdom you can provide.

Consult with a tax professional or accountant for precise guidance on your specific situation, as tax rules can be complex and may vary depending on your individual circumstances.

Did you work with any real estate professionals (agents, lenders, etc.) that you'd recommend to others?

Readers are advised to seek professional advice.

It did provide us the clarity we were looking for. 

However when refinancing I was not told until about a week before that closing that I couldn't ref Did you work with any real estate professionals (agents, lenders, etc.) that you'd recommend to others?

How I stumbled on RLS was looking for a Solo 401K provider.   

I am providing SEO and digital marketing consulting for a design-build firm operating in established and up-and-coming luxury mountain communities in the Colorado Rockies.

Upfront expenses and monthly payments must be considered when calculating the return on your investment.EXAMPLEI will provide details below, but here's the short version for those who hate to read or do math.

Started work with a family member who did not complete itHired new contractor (Norman Downer) Did you work with any real estate professionals (agents, lenders, etc.) that you'd recommend to others?