Bob Malecki
Any opinions on ERISA rules in syndication/private equity fund?
Thought I'd put this out here for any serious opinions. When a fund deploys investor money that comes from an IRA or employee benefit plan or pension plan, that money is ERISA eligible and possibly subject to the 25% ...
Jay Kaltenbach
To take the Lump Sum Pension distribution or not??
Good morning BP!! I've got something that has been eating at me for a few months now and I'm not sure how to proceed. I'm not sure who to talk to about this so I thought I would throw it out here first to get some opi...
Account Closed
Using a Pension distribution for real estate - Penalty Avoidance?
I recently was offered a pension lump sum payout by a previous employer. As a 45 year old, I have a few years left until retirement. I have 13 vested years with this previous employer with a monthly payment estimate...
April VanCleve
Should I stay or should I go now?
I work in a controversial job... the dilemma is - it's not in real estate. Pros to my current position: Secure, w2, pay is above average, benefits are stellar, schedule is somewhat flexible (can leave if I need to wit...
Kyle Southard
Blended Retirement System: a travesty?
Unless I'm mistaken, the option to use Blended Retirement System (BRS) only makes sense if you're planning on separating before 20 years AND you REALLY like the Thrift Savings Plan (TSP). Even the Thrift Savings Plan...
Brian Adzadi
Do you guys think this is wise?
Hello BP members. I would like you guy's opinion on this. I have been inspired to go in to rental properties. Unfortunately, I do not have the capital to invest. I am thinking of taking out a loan from my 401K and my ...
Charles Worth
Dallas The Next Major Bankruptcy?
An interesting article in the NY Times today about a possible bankruptcy by Dallas. It looks like despite great growth the pension promises are just too much to handle. http://www.nytimes.com/2016/11/22/business/dealb...
Jeff Ju
How to calculate net of investing personally vs. defined benefit
I've found so much contradicting information online and through the hired professionals that handle my taxes. I am hoping that someone here can provide a more reliable answer. I have a well-funded defined benefit pens...
Madan Anand
Buying Real Estate with Pension/401K Funds & Avoiding Income Tax.
If I buy a property with Pension/401 K proceeds the moment I withdraw proceeds from these funds will be taxed. How to handle this issue?
Hank Keller
Build your own pension with Turnkey Rentals
Since 1998, there has been a 44% drop in Fortune 500 companies offering pensions; instead pushing their employees to manage their retirement themselves through a 401K or other management investment vehicle [Source: To...