Eric Jan
SDIRA or Solo401k for my situation?
Hi BPLocated in Columbia/Rockville, MD if there's a CPA/RE Attorney anyone can recommend. I'm self employed (S Corp) with a handful of employees in a non RE related company. I'm married with two kids under 1 yo. I hav...
Denise Holder
IRA, Self directed IRA, distribution. Oops
Hi, I've gotten myself into a big pickle by taking a distribution out of my IRA believing that if I transferred the money from my traditional IRA to my Self Directed that I could spend it on Real Estate penalty free, ...
Denise Frazier
RE Investment with an IRA that is not self directed
Question from a newbie. I have 5k in Roth IRA and 20k in Traditional IRA. The 20k was rolled over from old 401k. They are sitting in bank doing nothing. I would like to pull them and put them in an investment property...
Heather Gipson
Solo 401K and 401K Roth sub-account
Hello all - I am looking to transfer my IRA's from a brokerage firm into a SD 401K with checkbook control. Currently 5% of my accounts are 'cash' and 95% are Traditional IRA's. I'm wondering if I should put the 5% i...
Greg Bonhotal
Self Directed Roth IRA used for Wholesaling Real Estate
At a recent one day guru seminar, they seemed to indicate that a Self Directed Roth IRA could be used by a wholesaler to pay the down payment to a distressed seller when putting their home under contract.They used the...
Kaaren Hall
Unveiling the 2024 Retirement Contribution Limits: What Investors Need to Know
Unveiling the 2024 Retirement Contribution Limits: What Investors Need to Know
Introduction
As we stride into the year 2024, it's vital for investors and retirement enthusiasts to keep a close eye on the latest chan...
Terry Bourgeois
Transfering a 401k to a self directed IRA
Hey there !! I am looking to transfer my 401K to a self directed checkbook IRA to use for real estate investment. But, I am not sure if it should be a Roth IRA or a traditional IRA as both are offered to me. I am ...
Jake Kucheck
More Fun w/Self Directed (Roth) IRAs
A while back, Holdman and I had what I thought was a very useful back and forth on a grey area of what was and was not a prohibited SDIRA transaction. You can read all about it here:
http://www.biggerpockets.com/f...
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...
Ray Li
Private Lending in SDIRA: Traditional vs Roth?
I'm considering setting up SDIRA LLC for doing private lending. Seems like that's the best way to invest that while avoid UBIT.My IRA money is in a traditional IRA right now. I know the main decision factor between le...