Corey Demuth
IRA help - rolling funds out of a 401k
I have a 401k with my current job. It is all pre-tax contributions i.e. I did not pay taxes on the money that is in there. I have heard that you can roll your funds out of a 401k and into an IRA or other similar accou...
Emily Refi
looking for real-estate savvy CPA in Portland, OR area
Has anyone worked with a real estate savvy CPA in Portland, OR? I need a CPA to help with a tri-plex deal. Looking to convert traditional IRA to SD IRA to use for part of a down payment and rehab. Referrals appreciate...
Jesse Weaver
Getting A Loan On An Investment With Self-Directed IRA Funds
I'm a new investor with limited money outside of my qualified retirement accounts (i.e. Traditional IRA and Roth IRA's). My strategy is wealth accumulation through buying, renovating and then renting renovated single...
Andrew Propst
Have you thought of these three connections to find inventory?
In a number of markets across the US, as you know, inventory is the lowest it has ever been, driving the prices higher. Inventory is almost impossible to find these days, but it still can be done with making the righ...
Rad Kunnath
Investing with After-tax or Pre-Tax Dollars ?
Dear All,Of late, I was thinking should I convert my Solo 401K trust(Pre-tax) to Roth IRA (Post-tax : 25%) and then use that money to invest in real estate. I did some basic calculations and found that I tend to gain ...
Daniel Dietz
What can be rolled into Solo401K - Either Regular or ROTH?
I have a little trouble understanding exactly what can be rolled into Solo401K accounts and am hoping for a little help here before taking the next step of actually setting up an account.What can a Traditional IRA be ...
Mike S.
Rollover from ROTH IRA to ROTH solo 401k under CARES Act?
You can not rollover funds from a ROTH IRA to a ROTH solo 401k per the IRS rollover matrix.
Under the CARES Act you can take a $100k withdrawal/distribution without penalty from your IRA or QRP, and if you repay it i...
Robin Edwards
First time homebuyer Tax Law: Need help
My wife and I are looking for a house hack property in Houston or Galveston. This will our first time buying a home, so we are very green at this.We are using my IRA account to fund our down payment. I understand th...
Nicole Tuffarelli
self directed IRA
hello friends, I have an old traditional IRA from my first job that is sitting in a local bank since early 2000s. it has about 40kI now have a W2 salaried job for 20yrs where I've participated in a employer run 401k i...
Rahul Sunkavalli
Roth 401K and Roth IRA
Working full time while attempting to invest. If my goals are to leverage RE for financial freedom, should I still max out retirement accounts?
1. Roth 401k vs 401k?
2. Open a Roth IRA as well?
Trying to figure out...