I have 40 grand in a margin account.  200 grand from selling my house and another 98 from flushing an IRA.   

I started working in the US Tax division of a big 4 accounting firm in Canada so I’m trying to learn pieces here and there about planning and reporting from someone in my situation.

If you need names of accountants or attorneys in San Diego, let me know. 

@Amy Jo Holweger I’d say 200 bucks a month is fair after accounting for PM, mortgage, repairs, capex insurance and taxes 

Since then I have started at KPMG, a big 4 accounting firm, as an auditor in Boston.

The last time I spoke with them a couple of months ago they required $15,000 in a bank account for 2 months for approval.

@Brandon HeathTry this webpage: https://publicrecords.netronline.com/You may have to create a new account and password.

On this 4-plex, I made a full price offer with no buyers side commission payable, title insurance and closing costs buyer paid,  no appraisal contingency, and sent a copy of bank statement showing more than sufficient funds for cash puchase (account number redacted) with a 12 day closing and an inspection clause.

I'm just trying to help him figure out the best possible game plan, whether that be rolling the money into another business, investment, retirement account, etc.

You have to pay to set it, you have yearly renewal fees, and then sometimes additional costs for accounting.