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...

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...

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.

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 ...

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?

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...

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...

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...

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...

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...