Tom States
401k rollover to checkbook IRA LLC?
My game plan was to rollover my 401k to a checkbook IRA LLC. But the mortgage company wanted to close fast on a short sale before I could set up the LLC, so I had to rollover my 401k to a traditional IRA and take a di...
Bryan O.
Roll Over Current Employer 401k Funds
As ever, the definitive answer is, it depends. In some cases, the stars align. In others, not. Regardless, you need to know The Good, The Bad, and The Ugly:The Good:Review your employer's Summary Plan Document (SPD) o...
Jose Guadalupe Perez
Roll over 401k into real state.
My brother just lost his job and I want to ask him to roll over his 401k into real state with me. How can I ask him without sounding dumb? All of my brothers think I’m crazy investing into real state.
Jeff Wallace
401k rollover to purchase rental property
I would like to hear feedback from anyone who has successfully used a Rollover as Business Startup (ROBS) or a Business Owners Retirement Savings Account (BORSA) to use assets in a 401k to fund investment real estate ...
Alec Sithong
401k rollover to c Corp business
as I look into starting my C corp I have some questions. When I roll over my 401 K into C Corp do I have the cash to build my business or does it act as a loan to pay back my retirement fund?
BRANDY MEADE
Lump Sum Pension Rollover - Solo 401K
Hello,
I'm hoping I can get some advise and direction. I have a pension in a cash balance plan and I need to access some of those funds. I am not old enough to access them without it being considered an early...
Nicholas Hunt
Rollover from ER 401k to SDIRA
Hey BP - I need your help! Bottom Line Up Front: How can I rollover my 401k into a Self-Directed IRA - and how can I use those funds to invest in my first Multi-Family?Backstory: To be honest -today was the first time...
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...
Argentina New
Self Rollover 401K in a IRA
I need some info. of how to use my IRA to purchase RE for investments, any monies that I take out I will have to pay a 10%. tax. I thi...
Levi K.
Down Payment - Rollover IRA or HELOC
Hello BP experts,
I hope you had great holidays.
I am facing the following situation:
I need to put 25% for my next investment. I have some savings in my bank. However, the rest of the down paymen...