George Walls
IRA vs Roth: rollover or not?
Given this year's Roth conversion rules, and next year's higher taxes, has anyone done the math to figure out if it makes sense to do a Roth rollover rather than buy in an IRA?
For simplicity assume enough cash on...
Ashley W.
Solo401k / self-directed IRA: Who do I talk to?
Can anyone point me in the direction of the professional to speak to in terms of deciding which is best for me? Preferably in the South Florida or Nashville area would be great. Thanks!
Roland Brown
Starting RE investing with old 401K
I am extremely curious about moving my old 401K (prior employer) into an account to start low level lending, note investing, etc. I would like to see if anyone has experience doing this and how it has been so far. Wh...
Phil Milner
DST Round Trip with Defeasance Added To Debt - Added Risk?
I has just experienced my first DST round trip. The defeasance cost
caught me by surprise. The sale occurred at the end of year 5 causing
five years of early payoff penalty interest. The cost was added to our
...
Mekail Faquir
Any way to cover Down payment with loan?
I’m looking at purchasing my first properties, that being said I don’t have a substantial amount of $$ for a down payment. How should I go about this? Is there a way to secure a loan for the purchase plus Down Payment...
Dan K.
I want to lend money with my IRA: Where do you go?
Has anyone done private lending on real estate deals on a short term basis? If so where do you find credible burrowers?
Tom Scott
Can I Invest in My Own Business With 401K Money?
Hello all,
As part of my Roth 401K plan I am able to use a portion of my account balance as a self directed investment account. I know I am able to invest that money directly in real estate with the caveat th...
Jonathan Cevallos
Utilizing my 401k with an old employer
I have a 401k plan with an employer I no longer work for in 3 years. I want to use the funds for my second deal, but I don't want to pay the early withdraw fees, etc. What are my options?I know I can't take a loan out...
Liz Ridgway
Best 401k Rollover Option to Allow RE Investing
As I grow more educated in the area of personal finance and investing, I am realizing that the $$ sitting in my 401k could be doing much more for me. I am 36, $140K fully vested in my company 401k. I do have other s...
Tessa Mac
403b to Real Estate
Hello all!
I have two 403b accounts from previous employers and am interested in using this money for a down payment on a property. I’ve seen info about 403b loans (doesn’t seem like this is possible since I’m no lon...