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16 May 2018 | 4 replies
I do not have any experience with an account or using a SD-IRA account but I have done a bit of learning about it.
4 March 2016 | 7 replies
Account Closed,One approach you might explore is to build up value in your 401(k) including your employer contribution, roll the vested value into a SD-401(k) or IRA, and then go from there.David J Dachtera"Success is not a destination.
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21 April 2023 | 23 replies
For asset protection reasons, you might want to separate the asset holding entities (passive side & pass-through from taxation POV) from the public facing operations/property management shell entity (the active side & which can be taxed as S-corp if you want to create self-income for other purposes, like being able to establish Solo 401K and roll over other 401K and IRA funds for further investment options).
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10 April 2023 | 11 replies
Financial Planning would encompass the entire portfolio of any individual (especially including external concerns: 529 Plans, Retirement planning, Roth IRA's, annuities, and the list goes on).
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28 May 2020 | 27 replies
What about combining it with IRA & 401k contributions.
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8 September 2016 | 1 reply
I have some rentals I manage myself and one rental in a self directed IRA.
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25 June 2021 | 9 replies
They do Self Directed IRAs and a lot people are looking to invest in real estate using their IRAs.
27 November 2019 | 26 replies
They wouldn’t discourage you from investing in a 401k or a IRA.
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30 October 2017 | 106 replies
I know many that sweep their accounts when business is up and put it into multiple buckets while they can.Buckets like:- IRA accounts- Insurance Contracts- Family Trusts/Partnerships- Self-directed 401K’s- Health Savings AccountsAnd you don't necessarily need to own these buckets, sometimes control is better and safer than actual ownership.
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6 December 2018 | 111 replies
I then rolled an old 401(k) into a self directed IRA and began to invest in my IRA.