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Todd Knudson Tax question on a direct ira rollover

31 January 2025 | 9 replies

Follow-up to your reply. because it is a direct IRA rollover.

11 February 2025 | 3 replies

There might be some confusion around the 60-day rollover rule which allows you to move money from one IRA/401k to another (both pre-tax and Roth).

Melissa B. Loans: Collateralized or Roll-Overs ... which to choose?

18 January 2025 | 2 replies

Question: Should I collateralize the loan (if using private or hard money), or rely on roll-over loans (to maximize the lower points and 3-4% rate)?

Kelly Taylor Recommendations for a Self-directed Roth IRA Custodian - Equity Trust anyone?

12 February 2025 | 12 replies

Looking for advice and suggestions for a Roth IRA Custodian I'm looking to roll over a traditional IRA to a Self-directed Roth by the end of the year, and use that for my investing.

Robert Pickett How to roll over 1031 exchange funds

29 January 2025 | 5 replies

You’ll have 45 days from your sale to identify them and you’ll have to buy enough of them, and only them, within 180 days of your sale to meet your 1.1M requirement, or face taxes.

Pavan K. House not rented for 100+ days

17 February 2025 | 24 replies

I did delist the ad and relisted in approximately 4 hours , to my surprise, the days got reset .

Mary Jay Insurance question-something fishy

17 February 2025 | 7 replies

You do not just have to roll over and take it from the insurance companies.

Anshuman Thakur SDIRA -REI- Bank loans - LLC

10 February 2025 | 8 replies

Whether you have checkbook control or not, the rollover will go from custodian to custodian so you'll work with both to process the rollover.

Rene Hosman Have you ever moved your HSA to get better investment options?

31 January 2025 | 12 replies

If you do a rollover from your current HSA, make sure you’re aware of any fees or time limits.

Mike Romano FHA 90-Day Flip Rule & Buyer Offer

6 February 2025 | 2 replies

There is no ability to set execution date to the future.The 90 day rule starts from the date the current deed was recorded to the date the contract with FHA buyer is signed.