Tina Artigliere
Quest Trust Suddenly Closed down Administration on their Solo 401K Plans
I was impressed by Quest Trust when I went to their Expo in September of 2022. Based on speaking with them their, I paid a rather hefty fee to transfer my solo 401K to them and have it reinstated and the fee covered ...
Samuel Lynch
Transfer Roth IRA to a SDIRA?
Does anyone know how or if it is possible to transfer a Roth IRA to a SDIRA? If so, who would you recommend using for this type of service?Doing so would align more with my goals and values. When I began the Roth IRA,...
Heidi Emmendorfer
Options for Cashing Out Retirement Accounts?
Hi, we have some retirement accounts we're considering cashing out for real estate investing purposes. We have a 401K, Roth 401K, Roth IRA and a Traditional IRA Brokerage account. What's the simplest and cheapest way ...
Mark Turner
Self Directed IRA...Can you Buy from your IRA?
Theoretical question here. If you had a Self Directed IRA...can you (personally) buy back the property held by your IRA without any self-dealing IRS related issues?
Gabriel Ortiz
Probate / Tax Auction Deal
Hi BP Community,
I need help with a lead I'm currently working on. Any advice or guidance will be appreciated.
Details:
Owner (mother) on title is deceased.Daughter wants to save the property from selling at tax a...
Erick Acosta
LLC vs S CORP ? I’m a newbie investor.
LLC vs S CORP ? I’m a new investor who lives in Los Angeles. I’m looking to start Fix n Flipping in the Ohio market. Should I go with LLC or S Corp when investing in out of state markets ?
Jess Azong
Title Exam shows Board of Revision transfer was found in the chain of title
I am under contract for a property in Ohio and during the course of title exam, it was discovered that a board of revision transfer was in the chain of title and because of this the underwriters will not permit the Ti...
Stephen Huff
Tax treatment of gain/loss & expenses on distribution from SDIRA
Rather than going through the RMD process, I'm considering just taking a full distribution of several properties I have in an SDIRA. How do I treat the long-term capital gain (or loss?) on my tax return? On a 1099-R, ...
Sean Barber
Syndication Tax Filing (Filing State Tax Returns
Would love to hear from some experienced syndication investors. Do you file a tax return for every state listed on the K-1 where the partnership has property? Even if there is a loss. Why or why not? What are the adva...
Daniel Miller
Questions about trust conversion (on death of trustor)
I am beneficiary on my father's living trust. We are in California.He just passed away today, so I'm beginning the process of transferring assets from his trust to my accounts (which is what the trust says I should d...