Would like some advice.My objective is to roll traditional IRA (contributions unrelated to the S corp and held at Chase currently) over to the Solo 401K.Once done, I would then use S Corp to set up a SDIRA in Charles Schwab or the like and direct the fund for RE investment.Thanks in advance.

Hi Joseph,Why not make story 1 Grandmas house (with everything she needs (quick temporary type remodel--walk in/roll in shower, handicapped water closet, one of those beds that auto tilts up at the head, and a new big screen TV. 

Additionally, I'd roll all the cash-flow earnings from those deals, back into another syndication. 

In chatting and building the relationship (I’ve been helping repair some things around the duplex), he’s the one that has been discussing moving on with the property and the thought of owner financing, he mentioned the tax benefits of it all.Now he could just be testing the waters to see how much I know and what I would be willing to expose, but he’s definitely keen to the idea of it all...I guess overall I’m eager because I know the power of this property, and the willingness of information he’s been sharing with me.

It’s one of the few real estate “investments” you can allow your emotions to play a roll. 

We have some that pay with BillPay (some of the cash check places  have that and money orders free, here).One plus Cozy has over TenantCloud is 1099 reporting at year end - TenantClould reports it all as one entity, which Cozy says they'll report each bank account as it's own entity (which makes more sense, if you manage properties for multiple companies or individuals).For  full accounting, I keep it all in quickbooks (desktop - much more capable than the online version), as we have for, well, decades at this point, I guess.There is one free one out there, but I've only just started testing it, Turbo Tenant.

Also, just a note, though I said I'd like 12 doors and that is our goal, if there is way to keep rolling the money and keep buying, I could see doing that!! 

I am not sure what type of leads they have you working on but you can always test it with the less motivated leads vs testing it on hotter leads.

To get the ball rolling one idea I have is to get my LLC together this year and start building business credit, hopefully I can then afford my DP.

They will cover up to a 4 family and you can roll in rehab cost.