So, I've got a full time job and an employer matched Simple IRA that I contribute to. I'm also a real estate agent and investor, and I have read some things about a Solo 401k plan, that I may be able to start and fun...

Is there a Roth option for checkbook IRA?

If I rollover 100% of funds from a tradition IRA (both contributions and earnings) into a checkbook IRA, Can I buy a RE property with my checkbook IRA funds regardless if the...

Hello, Of late I have started looking at my tax situation in retirement.  I have ideas in my head but I am not finding the correct answers doing google searches.  My tax bracket with SS and rental income from LLC or I...

Hello BP Community !   I live in Phoenix AZ and in my quest to choose the best self managed retirement account (for me), that I can fill with a few hand picked investments from the NYSE to grow my wealth for retiremen...

If I invest a multifamily through a Roth IRA, will I still receive the same tax benefits as I would with personal cash when I file my tax return? Will I lose depreciation deductions if I use Roth IRA fund?

Hi guys,
Lets say a person puts money into a Roth IRA, but then few years later, IRS penalizes this person because this person was making too much money. What would that penalty look like?
In 2019 I believe for a s...

BP CPA's, I have a question.  I have a fully vested Roth 401K from a place I no longer work at.  I want to leverage this Roth into my real estate investments but I am still unsure of how to fully take advantage of tha...

What firms are out there that allow you to invest in real estate from a self directed IRA?I have an existing Scottrade traditional IRA into which I had rolled over my 401(K) from previous employers for consolidation. ...

Thanks to everyone at BiggerPockets, I got my first deal under contract! I've had my Roth IRA for 5 years, but recently rolled it over from Merrill Edge to Betterment. Does anyone know if I can still use this as part ...

I'm trying to wrap my mind around this option. Here is the scenario: I have a Roth (and it's an absolute DOG by the way) and I want to move it into REI. I've been reading other post asking about moving 401k funds to s...