Renny F.
Using IRA and Annuity to buy real estate
Hi I have a Roth IRA, a SEP IRA and an annuity. Am I able to invest in real estate with these? I am not making a good return in these investment vehicles so I'd rather use that money to buy real estate. Any advice wou...
Jesse Goswick
annuity to brokerage transfer
Good morning everyone! I have a question in regard to transferring funds from an annuity account into my brokerage account. I am getting started looking at investment properties and I was thinking about transferring t...
Cameron Kloster
Cashing out annuity ??? Help!!!!
Hi all I just started fix and flipping in New Mexico. I'm in Albuquerque and Rio Rancho area. I have an annuity from work and was wondering if it would be wise to cash out for a down payment on a multi-family. How are...
Jason Thomas
Capital Gains savings by selling rental with allotment sale
A financial advisor has told me about using a Single Premium Immediate Annuity (SPIA) as a vehicle to lower my capital gains with the sale of my rental property. It is to be setup as a structured allotment sale over ...
Patrick Lombardo
Best institute for Solo 401k
Would like to roll a small annuity I have from a short lived stint in a union into a solo 401k. I own a self operated carpentry company with no employees. I would like to access those funds for RE investments. L...
Daniel Hart
Can I get financing with this scenario?
Loan Purpose: Cash out refinance on investment property
Loan Amount: $50,000
LTV: 60-70%
Credit: 760+
Assets: Greater than loan amount requested
Income: ...
Donald Lee West lll
How can I use money I have in an annuity?
BP community, I have a sizable amount of money in an annuity. I used this annuity as  collateral in the past for loans; however, I would like to move it into real estate investing to get the most out it. I will be sp...
Ray Miller
How to compare investing in real estate to fixed annuities
I began investing in rental properties about 5 years ago. My 403B investments (variable annuities) are not doing anything special. I attended a seminar on fixed index annuities recently and would like to hear input...
Drake Cole
First Time Investor At 18, Leveraging My Home Or Annuity?
Hello, BP! I graduated High school only a couple of months ago. I have been wanting to become a real estate investor for the last four years (Since I was 14!). Which is around the time I discovered BiggerPockets. Sinc...
Lauryn Meadows
DEFAULTING ON PERSONAL ANNUITY LOAN
Hey guys! My husband and I took out a loan from is annuity. The interest rate/payment is high. We know there will be a tax penalty if we decide to default on the loan and claim it as income. We are also in the process...