With a Solo401k it functions almost identically to a typical 401k, so you are subject to the same tax implications and early withdrawal penalty when taking money out before the age of 59 1/2.

This is the functional equivalent of doing a reduced paid up in a whole life policy.This will reduce the total policy expenses to less than 1/4 of 1% of the cash value in any given year.

Too many apps to use, many with overlapping functions.

Excel has an IRR function that is straight forward to use.

IRC Sec 280A(c)(5).A "house hack" in which one rents out rooms in their residence gets complicated under IRC Sec 280A as we're talking about one dwelling unit that is also used as a residence.IRC Sec 280A essentially functions as a traffic cop... 

In terms of a PMS system they are all pretty much designed to be fully functional these days, but most are better than pen and paper or simple excel spreadsheet that can have heavy human error attached.

Also, if we are ever NOT able to perform PM duties, the cost for that will come out of OUR half of the 50-50, since that is one of our main ongoing functions that we are responsible for.

@Joseph Leibovitch, that is a function of all the new purchases and refinances in the pipeline, which take so much attention. 

This functionally means she accepted responsibility for the account, but it also means she paid it off.Has anyone else handled a similar situation?

Their sales people pitch that customers spend comparatively little time on the bookkeeping functions, so maybe the sales people can provide an answer as to why?