Account Closed
I'm really confused with the whole self directed IRA/Solo K
I've been doing some reading online, and I'm really confused with the whole checkbook writing Solo 401K. I thought I read it somewhere that you can transfer your Roth IRA to a checkbook writing Solo 401K (I don't reme...
Jacob Kenneally
Self Directed 401k Investing (Roth vs Trad)
So I was reading the BP tax books and a thought popped in my head. I’m 26 and work as an Engineer making decent money, contributing to a Roth 401k. My thought is to self direct my 401k to buy a rental once their is en...
Michael Plaks
End-of-Year tax planning: Roth conversion 101
I just finished EOY tax planning sessions with my clients, and Roth conversion was one of the topics. It reminded me how confused most investors are about Roth and prompted me to write this long post. Since Roth-relat...
Paul Hormann
Use ROTH and Traditional IRAs together for a JV?
Question for the CPAs out there... I have a lot of money in a traditional IRA right now from years in my 9-5, but am just starting a ROTH IRA. Is it possible to use both IRAs (self-directed) to form a joint venture a...
Tim Hoffman
Should I convert my traditional IRA into a Roth?
I used to have a "Real" job and contributed to my 401k as much as I could. When I quit and went into RE full time, I rolled over into a self directed IRA, NOT a Roth. (This was done to keep my income low as I contin...
Yariel Rivera
Help with rollover and traditional vs roth 401k/ira
I just started a new job and am in the process of setting up my retirement. My new employer offers a 401k and they match 233% up to 3% of my base pay. I'm able to contribute to that as pre-tax or roth. I will definite...
Catherine Decker
Converting traditional IRA/401K to Self-directed or SoloK
Hi - I have been doing research on self-directed IRAs and SoloK's. I would like to either roll-over a 401K from a former employer into a SoloK or self-directed IRA or start one.Here's what I want to know, has anyone d...
David Green
Using IRA to pay off mortgage on rental property?
I'm over 59.5 and about 5 years away from retirement. I may work longer, not sure. I currently own a rental condo that still has about 85K on the mortgage wth an $800 mortgage payment. Current value on the condo is ab...
Account Closed
multiple self directed retirement accounts
ok gang, i'm trying to wrap my head around this stuff..can i do a combination of a self directed (or solo--not sure the proper term), AND a roth (either IRA or 401k)?? I would really like the solo 401k, since from m...
Jim Rowe
Self Directed IRA
I presently own a rental property in my Roth Self Directed IRA. Can I move it to my Traditional Self Directed IRA and hold the property there?