Mark S.
12/31 Valuations for Self-Directed Accounts
When is it appropriate to report the 12/31 value for self-directed retirement accounts?
Obviously with traditional types of retirement accounts there’s an actual market value at close of market on 12/31. What abou...
James Lau
Tax questions with LLC
I'm about to invest in my first real estate deal. I'll eventually consult with a CPA on tax issues, but thinking ahead about tax issues. I'll invest with my personal funds but will be creating an LLC as a limited part...
Carliss Robinson
Self direct IRA for realestate
Hello, not sure if I'm posting in the right group but I'm looking at buying a home to rent. I plan to have the home occupied by a home health aid service who takes care of people 24hrs day and need a home to rent for ...
Martha Daisley
Solo 401k checking account
HelloI have a self directed solo 40lk for which i am the plan administrator. I am looking to open a checking account in the name of the solo 401k so i can have check writing ability. Im told Wells fargo can open this ...
Zehua Zhou
As the solo 401k Admin, can Fidelity's account be sufficient?
I set up the solo 401k and I am the admin and trustee. I opened Fidelity's non-prototype retirement account and funded it. If I directly hold rental properties under the 401k, and only use this account for operating a...
Rachel Ash
LOCAL BANK FOR SOLO 401 k
I am in the midst of trying to find a local bank that knows how to properly set up a checking account for my solo 401 K. Has anyone had any luck with this? If yes, do you mind sharing the contact name and number of th...
David N.
TV Internet Cable
This is a relatively minor issue, but could use some advice. I'm setting up my first STR and I need to get TVs and service. Personally, I cut the cord (cable) almost 20 years ago, so the idea of paying for cable seems...
Brynn R.
Converting Roth 401k to Self Directed for REI
I am potentially interested in converting an existing Roth 401K to a self-directed account that allows for real estate investing. What is the cost/ benefit in your experience with making this sort of move? Currently t...
Benjamin A Ersing
Avoid 401k, go for real estate?
Anyone cash out and /or stop contributing to a 401k in order to buy more properties? Curious how it went?
Jereme Tayamen
Tucson Duplex
So my wife and I are beginning our real estate dream. She is currently working as an RN and will be accepting a job in Tucson, AZ at the end of July. We currently own no properties and I work in CA(military) with plan...