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Results (10000)
Account Closed Where do SD IRA investors go to find opportunities?
11 June 2015 | 4 replies

I have been scouring the internet, wondering where self-directed IRA investors look to find real estate investment opportunities?

Account Closed Solo 401k
29 May 2015 | 23 replies

I have two questions:

My wife and I are forming an LLC. Can we both have a solo 401K?
Can a portion of a standard 401k be rolled over into a solo 401K?

Thanks for the help

Bernard Chouinard Fidelity doesn't offer SD IRAs: Got Recommendations?
17 January 2017 | 7 replies

So I have an old 401K I'd like to convert to a SDIRA but Fidelity doesn't offer this.  I'm in Central Massachusetts.  Any recommendations on does out there? 

Dane Fitch Need help rolling over CALSTRS retirement into Selfdirected 401k
29 August 2016 | 8 replies

Would a CPA be able to do this, or do I need a lawyer?  anyone out there in Oregon able to help?

Stuart Cairns Solo 401 K inside REI Company
20 September 2015 | 2 replies

Number of questions.1. Can I setup a REI Company and then include a solo 401k within that investment.? Understanding normal rules but can the REI company qualify for my own REI2. If a different business is setup, if t...

David Chance Solo401k with both Roth and PreTax funds - Possible? and How?
1 November 2017 | 11 replies

* I hope this is not a double post, thought I had this posted but it isn't showing up.Hi,Just checking to see if anyone else has this situation and how they are handling it. I have a solo401k setup with checkwriting w...

Jason Turo How to setup a self directed IRA/401k
25 February 2022 | 6 replies

I have a 401k from a previous employer and interested in the idea of using a portion of those funds for long term returns (buy and hold rental properties).  I have two questions.1.  How does a self directed IRA differ...

Dominique Taylor CPA Needed for withdrawing from Retirement Plan advice/help
8 June 2017 | 4 replies

Hi

I'm looking to withdraw funds from a past employer retirement plan using the homebuyer exception. Any recommendations for CPAs that are familiar with this process? Recommendations, advice and suggestions are appr...

Tom Russell Have I achieved the ultimate SDIRA structure for myself? Critiques?
12 August 2015 | 7 replies

First I set up a passive SDIRA (recommendations?)Then I fund the SDIRA by transfering money from my existing IRAThen I set up an S Corp (Object of S Corp is to flip houses and occasional buy and hold, I will be taking...

Kenny Kaier Denver Metro wholesaling
30 September 2017 | 5 replies

I am having trouble writing the Market Analysis portion of my wholesaling buisness plan pertaining to the Denver Metro Area. Does anyone have any insight help?