Gabe Bouldien
401k to Self Directed IRA
Hey BP, I work a traditional 9-5 and I have a pretty healthy 401k. I stumbled upon the SDIRA while researching different financial vehicles and now I’m curious. Ideally I would like my 401k to be a pass through accoun...
Mayank S.
Two questions - HELOC fund and self directed 401k
Question 1:Wanted to pick other seasoned investor's brain as I am analyzing my fund situation. I am about 2 weeks away from closing on my 3rd investment property. 30 year fixed conventional financing and closing is ex...
Manuel Segarra III
SOLO 401(K) instead of Self Directed IRA
Greetings BP !
Want to use some of my retirement funds to invest !
Wanted to go with Self Directed IRA but that seems cumbersome and having someone between me and money is slow and I don't feel like I am in control ...
Darin L.
Using TIAA-CREF similar to self-directed IRA?
My wife has a significant balance in her TIAA-CREF account (she is a college professor). Has anyone successfully used TIAA-CREF as a method to purchase real estate similar to using a self-directed IRA? TIAA-CREF is ...
Verenna Huerta
Rolling over money to fund REI account
I am working on getting my first rental property within the next year and starting out by cleaning up my finances (paying off credit card debt). I am currently self-employed and have an existing retirement account wit...
Rachan M.
401k default + IRA loan shelter
Good Morning you all,I have a basic IRA question. I took a loan from my 401k in 2017 to buy a property. I got laid off from that job in 2018 and so the loan is now in default for $11,675. I am told that I'll save on p...
Emma S.
Converting a Solo 401k to a Roth 401k
Hi,
I recently set up a sole proprietorship & transferred a Rollover IRA into a Solo 401k. Now I want to convert it into a Roth 401k so it will be tax free at retirement.
Questions:
1) Is it ...
Alex Yakubovich
Backdoor Roth IRA and Pro-rata Rule
Hello everyone!Could you please help with my situation? I want to do a Backdoor Roth but I have pre-tax money on my trad IRA and I don't understand whether the pro-rata rule could be avoided if I do the following:1) A...
Dane Fitch
Need help rolling over CALSTRS retirement into Selfdirected 401k
Would a CPA be able to do this, or do I need a lawyer? anyone out there in Oregon able to help?
Kalyan Kumar
Dormant 401k account with previous employer
Hello,
I have a 401K account with my previous employer in fidelity. It has a balance of 80,000. I am not contributing to it from last year , its dormant. It’s invested in “92204E886 VANGUARD TARGET 2045”. I contribut...