DL Martin
457b to SD IRA (real estate) ?
So I discovered that I have two 457b accounts (from a prior job that I had) that combined equal $30,000.
I turn 50 in October and can withdraw the money without penalty and simply pay the tax at my normal income tax...
Cody DeLong
Opportunity Zone Capital Gains Question
I receive a K1 every year through my main business I own 25% of. My % of profit and dividends are listed on it each year and are considered long term capital gains. I haven’t and do not plan on selling shares. Can I ...
Susan K.
Q on deferred salary to a Solo 401K
Hi Everyone,We are business owners (construction co) classified as S corp, 2 members - paid with W2 income from the business.We deferred salary for 2024 to a Solo 401K. Are we required to pay FICA tax on the deferre...
Gaurav Mehta
Opportunity Zone Tax Deferral Question
Hi,I have a question about Opportunity Zone Tax Deferral. Scenario below.Say I buy a property for $1 Million (Setup a Op Zone Fund and fund it with $200K Cap Gains. To keep it simple I will assume that I only buy this...
Vladimir Kotomin
Depreciation recapture for OZF investments vs. 1031s
Sorry if this was asked; I searched and didn't find a similar thread.I know depreciation recapture is not taxed for OZF investments held > 10 years. What about the properties sold to acquire an OZF? If I sell my fo...
Aaron Moayed
Opportunity Zone w/ Cash - No CG Deferral
Can the OZ benefit be applied to an investor that's just using cash to create the fund vs. rolling over/deferring capital gains tax from some other REI sale? I.e., cash from scratch in fund vs cash from REI proceeds.....
Reginald M.
In need of some guidance.
I’m new to this forum. I’ve read through a lot of helpful information here on the forums and it’s safe to say my mindset has changed. I’m grateful for this community.Here’s my situation. Someone I know is selling the...
Brad V.
land trust to avoid capital gain?
Is there a way for a seller and I to set up a land trust to hold the properties I want to purchase from him and he be able to avoid his capital gain tax?
Rick Doughty
401k roll over
i just opened up a roth ira in feburary,its only worth $1,000. Anyone know how to self direct it into a real estate investment account? most online site i visited wanted a high fee.one i called wanted between $350-$3000
Pradhap Nirmal Natarajan
Opportunity Zone Investment Tax Deferral
Hi All, I have a question on the capital gain deferral. I made some capital gains in December 2019 and I was wondering if I can invest these gains in an opportunity fund (Fundrise opportunity fund) in January 2020 an...