13 December 2017 | 29 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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29 January 2020 | 21 replies
Note all investments, including real estate, carry the risk of loss in addition to possibility of gain.Investors who are retiring or seeking a life style change and would like to take a more passive role in their real estateInvestors who wish to consolidate their holdings of multiple smaller properties into fewer large properties for ease of managementInvestors who are seeking to diversify their real estate portfolio into higher quality investment grade real estate, but lack the experience, resources or capital required to manage or acquire larger institutional quality real estate.Investors who are in their 45 day identification period and are seeking a viable replacement property option to satisfy their 1031 exchange or need a backup option in case their primary property falls throughInvestors who have excess proceeds in their 1031 exchange and rather than pay the capital gains tax, would like to replace it with more property to receive 100% tax deferral.They are very hands off in nature.
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24 February 2018 | 30 replies
I was satisfied with the cabinets.
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11 September 2020 | 41 replies
It's been especially satisfying when I've been out of town and my cars are at home making money on their own.Let me know if you have questions.
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17 April 2019 | 0 replies
The buyer, seller and real estate agent(s) will also give an acknowledgment that these notification requirements have been satisfied.
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21 June 2019 | 29 replies
Kudos to you for being so close to acheiving that one, but rarely someone as motivated as you are to get to a goal, will be satisfied where you are.
2 February 2019 | 2 replies
The landlords who are satisfied with section 8 tenants can be potential buyers.Goodluck!
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5 March 2014 | 47 replies
I have literally sat and listened to agents talk their way out of a pay check even when the seller was satisfied with the offer.
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24 April 2014 | 9 replies
After almost 19 years in a challenging and satisfying corporate career, it's time for something new.
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23 April 2018 | 13 replies
But if the foreclosing lien is a second, or if there were senior judgment, tax or other liens, you'll have to satisfy those liens.