Edward C.
401K or IRA?
9 January 2015 | 8 replies
Also thinking of using self directed IRA money and paying it back in to my account with same lending process.
Chris Martin
Statistics on SDIRA lending and owning... one county in NC
30 March 2017 | 7 replies
Here is a quick decade long summary of activity involving the largest Self Directed IRA (SDIRA) custodian in one county (Wake county) in NC.
Emma S.
Converting a Solo 401k to a Roth 401k
7 August 2013 | 1 reply
Hi, I recently set up a sole proprietorship & transferred a Rollover IRA into a Solo 401k.
Jeff Fox
Do I need to register with Secretary of State in AZ?
19 October 2017 | 3 replies
Is it a requirement to register with the Secretary of State in AZ if I own rental properties in Phoenix that are owned by my IRA LLC?
Bill Hampton
IRS Announces 2018 Pension Plan Limits; 401k Contribution Limits
27 October 2017 | 0 replies
The IRS issued technical guidance detailing these items in Notice 2017-64.Highlights of Changes for 2018The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan is increased from $18,000 to $18,500.The income ranges for determining eligibility to make deductible contributions to traditional Individual Retirement Arrangements (IRAs), to contribute to Roth IRAs and to claim the saver’s credit all increased for 2018.Taxpayers can deduct contributions to a traditional IRA if they meet certain conditions.
Ed Tamayo
Chase Bank and SDIRA LLCs
24 February 2017 | 11 replies
We have many, many clients using Chase to hold IRA LLC accounts and have for many years.
Pete Perez
Fidelity Employer 401K Can't Be Rolled Over?
17 April 2017 | 9 replies
My goal is to take advantage of the % match my employer offers and roll it over to a self directed IRA, or a Solo 401k account where I can use it to invest in real estate.
Berry W McIntyre
A QDRO to cash out a 401k?
13 June 2020 | 2 replies
From my understanding, Its what a judge uses to separate qualified (non-IRA) retirement accounts in a divorce.
Bruce Reeves
Selling options advice needed
1 June 2023 | 4 replies
Got SS and IRA funds for retirement.
Ira Bloomfield
SDIRA - ?? prohibited transaction question
7 June 2023 | 2 replies
@Ira Bloomfield,This would be a prohibited transaction.