Kelly Taylor
Recommendations for a Self-directed Roth IRA Custodian - Equity Trust anyone?
Hello! Looking for advice and suggestions for a Roth IRA Custodian I'm looking to roll over a traditional IRA to a Self-directed Roth by the end of the year, and use that for my investing. I had a long conversation wi...
Stephen Grindle
Using a Self-Directed IRA to invest
Hey friends, I'm considering using a Self-Directed IRA to invest in a short-term vacation rental. So two questions: 1. Should I transition my current Traditional IRA to a Self-Directed ROTH IRA or keep it as a Self-Di...
Paul Cordasco
Question on Traditional IRA to Solo 401(k) Rollovers and UBIT Exemption
I have a very specific tax question regarding the UBIT (Unrelated Business Income Tax) exemption in Solo 401(k)s that is normally triggered by UDFI (Unrelated Debt-Financed Income) in IRAs. Does anyone know if tradi...
Vincent Sottile
Investing in index funds through brokerage vs ROTH IRA vs IRA ??
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...
David White
Advice on 401k
I have 22 stock options when it comes to election contributions through my 401 K? I don't know anything about stocks. What factors should I look for when it comes to which stocks I should contribute to?
Toni Bandy
Retirement from STRS questions
Hi everyone! I'm leaving my teaching career the end of the school year. I've decided that I want to invest my money that I'll receive from the STRS into real estate. Originally I was looking at rolling it over into ...
Edward Ng
Solo 401K and SDIRA
Hi,Has anyone set up a Solo 401K under a S corp? I already have a S corp. Would like some advice.My objective is to roll traditional IRA (contributions unrelated to the S corp and held at Chase currently) over to the ...
Shannon Wood
Investment home purchased and held inside IRA, HOW?
I have a roth and a traditional IRA, combo of 100K w/ 15k of it in cash. In section 103 of the GRI (Graduate of Real Estate Institute), I'm almost 100% positive I read that you can purchase an investment home and hol...
Daniel Dietz
Wife & Husband in the same SOLO401K Account?
Hello all, We are getting ever closer to our purchase of 12 units from a retiring friend of ours and getting pretty excited! One of the areas we are still working on is in HOW we want to hold them - some with conventi...
Jim P.
Transfer of nondeductible IRA funds to a solo 401k
I have a Traditional IRA that includes some contributions during years when the contribution wasn't tax-deductible because I or my wife had 401k accounts.Last year I did a rollover of the entire Traditional IRA into m...