Following are the similarities and differences between the solo 401k and the self-directed IRA.The Self-Directed IRA and Solo 401k SimilaritiesBoth were created by congress for individuals to save for retirement;Both may be invested in alternative investments such as real estate, precious metals tax liens, promissory notes, private company shares, and stocks and mutual funds, to name a few;Both allow for Roth contributions;Both are subject to prohibited transaction rules;Both are subject to federal taxes at time of distribution;Both allow for checkbook control for placing alternative investments;Both may be invested in annuities;Both are protected from creditors;Both allow for nondeductible contributions; andBoth are prohibited from investing in assets listed under I.R.C. 408(m)The Self-Directed IRA and Solo 401k DifferencesIn order to open a solo 401k, self-employment, whether on a part-time or full-time basis, is required;To open a self-directed IRA, self-employment income is not required;In order to gain IRA checkbook control over the self-directed IRA funds, a limited liability company  (IRA LLC) must be utilized.

The lease dictates that "the Tenant shall not allow any other person, other than Tenant's immediate family or transient relatives and friends who are guests of the Tenant, to use or occupy the Premises without first obtaining LL's written consent."

Below are the details:Ask Price:   $2,595,00025% DP:   $648,750Monthly P&I (30 Year Amor @ 6%):   -$12,897.15Annualized Market Pro Forma NumbersPro forma Rents (24, 2/1 units at $995/month):   $286,560GOI with Vac/Cred at 8%:   -$24,357.60Pro forma Expenses at 30%:   -$85,968.00NOI:   $176,234.40P&I:   -$154,765.80Cash on Cash Return:   $21,468.60Deal MetricsCap Rate:   6.79%Debt Coverage Ratio:   1.14Cash on Cash Return:   3.31%Cost Per Door:   $108,125Adjust Rent/Price Ratio (per door basis):   0.9202%My MFH investing education is still on-going, but it looks like the seller is trying to sell this as a stabilized asset.

If you keep all your assets (notes) in one QB file, you can run reports based on the category.  

As a follow-up, I got a call and they seem oblivious to my being annoyed by their attempt to profit from my asset, and have said they will take down the ad. 

If you ever need to pull money out to purchase a new home or some other reason, you’ll be glad you did.As for moving the funds in your taxable account, you could work with vanguard to journal those assets directly over, or pull them as they are currently invested.

In addition we are tracking to clear about $1mn this year.Our main issues are that we are technically homeless, and based in CA with 0 assets and are getting absolutely crushed by taxes. 

Where is the best place to obtain real estate contract forms for Arizona? 

I in turn l learn I can sell assets (IE vehicles) and that will do. 

An RIA need not be registered with the SEC if the total assets under management from all sources is less than $25,000,000.