Solon S.
Real Estate investing in an IRA
Hi all,I wanted to pick the community's collective brain on investing in an IRA and get people's experiences on it.1. Can I invest in a self directed Roth IRA or does it have to be traditional? The goal is to use post...
Jamie H.
How to maximize retirement savings
My husband and I are hoping to maximize our retirement savings this year and need some strategy help. I currently have a 403b through work. There is no match from the company. I currently fund it myself at a total of ...
Victor Robinson
Best use of Self Directed IRA
So my standard rei strategy is buy and hold rentals. That works for me a my goals for a number of reasons. One reason is that it fits well with my also having a full-time W2 career.
In my W2 world, I am in the pro...
Ann M.
Self directed Retirement Plan Questions
I currently have a SDIRA with a check book LLC. I have a couple of houses and mutual funds. I have just learned that I may or may not have overstepped my arms length vs personal involvement by occasionally providing...
Jake Kucheck
Excess Roth IRA Contributions
Some holiday tax planning raised the following question:
Back in the glory days of yesteryear, when I had an Edward Jones guy, I unfortunately found myself overallocated in my Roth IRA, and attached to my return was ...
Stephen Benson
401k real estate investing
Anybody have any references were I can look into more information about using your 401k to investing in real estate?
Bryan Hancock
Strategies For Managing Tax-Advantaged "Buckets" Versus Cash
I am assuming many folks on the forum take advantage of tax-advantaged accounts and thus they have to manage what "buckets" to fund when trying to grow their money. Defined contribution plans are pretty popular for t...
Joshua White
Self Directed IRA Questions - Please Help!!!
So my wife and I are giving serious thought to starting a Self Directed IRA with plans to eventually purchase rental property. I haven't really been able to find a concrete, clear, concise breakdown of how it all work...
Mary Jay
401K at the old job where to transfer so I could borrow from it?
At my old job my 401K won't let me borrow. I want to transfer it somewhere where I can borrow money from it.Do you guys know which plans are the best for borrowing? Self directed IRA's?Thank you!
Jason Spicer
Self directed IRA for lending and rentals
The more I learn, the less I like my conventional IRA invested in stocks. Am I correct in my thinking that I could transfer into a self directed IRA and use those funds for lending and accrue that interest tax differ...