Jim Goebel
IRA strategy - checkbook control, flips, then 72t?
We had a conversation with our CPA today and in the course of that a few 'new' ideas came up.I'm wondering for those that have utilized checkbook control for a business under a self directed IRA, then for instance don...
Faith Kirk
Solo K - Questions to ask
I am looking for advise on transferring money from an IRA to a SOLO K. We have an IRA that we would like to transfer the money to a SOLO K and we are speaking to a financial person this afternoon about doing that. Wha...
Sasha D.
Multi Member IRA LLC Operating Agreement - who can draft?
Dear members, any idea who provides this service for multi member LLC? I could only find Single Member IRA LLC Agreement services online.
Shane H.
Direct 401k rollover to IRA? - Didnt cash check in 60 days???
I have a unique situation (I didnt realize it could be a situation until today) (disclaimer for any responders) - I'm asking this question with the understanding anyone that responds is not providing legal advice and ...
Josh Tonnesen
401K/ IRA advice for recent college grad
Hello Community
I am starting a new corporate job, and I am looking for some advice. The employer has a 401K matching policy, and I would want to take advantage of that. Being younger and an investor, I think I wou...
Wendy Busa
Is it worth setting up a self directed IRA for real estate?
I am looking to become a private lender and have heard about setting up a self directed IRA so that the interest can go back to the IRA and grow tax free, but....What about the set up fee, which I understand can be $...
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...
John Jacobs
Self Directed IRA, Roth IRA, HSA Investing--Prohibited Transaction? and Trigger UBIT?
Hello Bigger Pockets,Two scenarios:Scenario #1: Money is going to be lent to a real estate investor on single family home buy and hold rental. The total loan amount will be $110,000. My Self Directed Roth IRA will ...
James Stewart
SDIRAs, LLC's, multiple states - and just beginning
If someone can provide sage advice to a novice, I would be grateful.
I live in Colorado, opened an SDIRA in Ohio, but would like to buy rental properties in Indiana. I've read its wise to use an LLC for rentals, l...
Kaaren Hall
Maximize Your Retirement: The Ultimate Guide to SDIRAs
Investment-savvy individuals, get ready to amplify your retirement game! The Self-Directed Individual Retirement Account (SDIRA) isn't just a nest egg; it's your golden goose. Let's deep dive into how an SDIRA can r...