Will loss of rental income from my overnight rental qualify me for the penalty free 401k distribution?  I had two or three months of less than average rentals and one month of no rentals due to Covid travel restrictio...

Can I defer income to 2018 where the tax brackets are more favorable than 2017 by doing the following strategy?  I don't want to tie any more money up in tax deferred accounts, but if I make a deposit to my sep-ira or...

Tenant stopped paying rent before 2 months of the lease expiring, property manager filed for eviction process but tenant vacated the property before sheriff served the notice. Property manager (PM) 's lawyer continued...

Can 403K Funds be used as Self Directed IRA if I'm still employed by the same employer that originated and implemented the 403K plan?

I have been investing in VTSAX through a joint brokerage account. I'm debating if I should start maxing out a ROTH IRA or regular IRA in addition. From what I understand you can withdraw from a ROTH at any time, so it...

Hello, I'm looking use my 401k to fund 3-5 percent down on my first house hack. I think realistically it would take me about a year or two to save enough money for a down payment and I'm eager to get in the real estat...

Hi,I'm looking into placing an offer on a ten-unit building and best way for me to acquire enough money for the down payment is to cash out my 401K, my Roth IRA, and both of my wife's, too.  I realize there will be ea...

I’m considering cashing out my 401(k) and IRA funds to invest in more real estate and would appreciate any advice or insights on whether this idea is viable.
Current Financial Situation:
Significant savings in 401(k...

I have a retirement account from my previous employer that I wish to use to fund a deal that I currently have under contract. My question is with the CARES act am I able to withdraw that money penalty free and if I pu...

Current situation - I'm 34 years old. A couple of years ago I rolled 75% of this 401k into my company's ESOP. I left that company in June of last year, but I was there long enough to be 100% vested. Since I rolled ove...