Steve K.
Retroactive contribution disqualification in Self-Directed IRA
You all may know that you can make ROTH IRA contributions for year 2019 until July 14th 2020. Contributions can also be made for 2020 as well.2019 - We are about to make those contribution in 2019. Since our MFJ MAGin...
Nathan Shankles
Can I invest my IRA and/or Roth IRA funds in real estate?
I currently have two rental properties and I’m looking to fund my third. I have 11,000 in a traditional Ira and 16,000 in a Roth Ira that I would like to use to help fund my next deal. Can I use this money without pen...
Account Closed
Backdoor Roth IRA Question - Can any CPA help answer?
As you probably know, the backdoor Roth IRA conversion is typically done for people that have reached over the income limits in order to be eligible for Roth IRA contributions. However, does anyone know what would hap...
John Lindenauer
self directed ira help
is there a company that provides the ability to invest in traditional stock as well as non traditional. My goal is to invest in the market short term with a 401k I wish to rollover then, when the opportunity presents...
Victoria Creighton
Backdoor self directed Roth IRA
I recently moved a pension from a previous employer to a traditional self-directed IRA. I now plan to convert this traditional IRA to a Roth IRA to take advantage of getting myself a tax shelter I wouldn't normally qu...
Ben A
IRA as lender to ROTH
I don't know if this has been asked but I couldn't find it here.Can someone's traditional IRA be a lender to that same individual's Roth IRA? In essence, creating the potential of growing the Roth faster (or rather) ...
Kyle Scofield
Roth 401k vs Traditional 401k
I'm working a W2 job right now and my employer offers a match in their retirement accounts. However, I was wondering if it would be better to invest in their Roth option or traditional option if I know I am going to b...
Jeff Caravalho
Self-directed IRA question
Hello BP,I'm looking to roll some of my IRA into a self directed or solo 401k. I read that fees can vary quite a bit. I was wondering if I could get some opinions on rock solid companies with low fees. Right now I'...
Ezra Nugroho
(How) Can I buy my own note with self directed IRA?
Hi all,I am considering doing a small private lending which would provide me a 1st position note on a property. Closing is expected in 3 weeks.I'd love to be able to service the node using my IRA money, however it is ...
Nathan Vaughan
Retirement Planning for Real Estate Investors
Looking for retirement planning options. Employer 401k is not an option. My income is W2 income and the passive income from investing via rentals owned in a one member LLC with no employees. Roth IRA is not an option....