Joe Wood
IRA Transfer new account
Good morning all,Question regarding transferring IRA from one firm, to another. Since the account is a traditional and subject to tax, just wanted to make sure I am able to transfer within 60 days in order to avoid ta...
Sam Leon
One rollover limit per year from IRA to IRA?
I read somewhere starting next year there is a limit of one rollover per year from IRA to IRA.Is there a limit currently in 2014?I am in the processing of rolling over my ex-employer's 401K to a IRA under TDAmeritrade...
Hank Hebel
Inherited IRA Rollover Question
I have a question related to an inherited IRA account. My dad passed away in 2016 and I rolled his retirement accounts into an inherited IRA with vanguard. My question is pretty straightforward: are there any tax im...
Alan Diamond
Rollover 401k in NY
Hi Everyone,I have enough in a older 401k from a previous employer. I would like to transfer this to a self directed IRA to use for the downpayment on another rental house. Are there any NY specific concerns or impa...
Shawn Fletcher
solo 401K - Roll Over
Hello All,
Anyone familiar with https://www.irafinancialgroup....
I'm looking to transfer existing 401K from previos employer into a solo 401K. Seems like there are several companies that perform this service, and ...
Vina Real
financing with rollover IRA?
Hi, guys! Recently, I rolled over my 401k from my previous employer to a Fidelity IRA. Now, I'm thinking of funding my first property with my own cash and some money from that IRA since I'm afraid of getting an HML or...
Cal C.
New IRA Rollover limits.
http://www.irs.gov/Retirement-Plans/IRA-One-Rollov...Basically one rollover from any acct once every 365 days as of 1 Jan 2015.
Paul De Luca
Reducing Tenant Rollover Risk
Property #1 - duplex
Unit 1: lease is 10/15/20 - 5/31/21 (7 months)
Unit 2: ??
Property #2 - duplex
Unit 1: house hacking
Garden unit: lease is 12/5/20 - 7/31/21 (8 months)
I just approved a renter for Unit 2...
Cameron Skinner
Solo 401K rollover question
I hope our Solo 401 K experts can help Me and my wife are both on my Solo 401-k with sub Roth I would like to transfer a portion of the money to her Roth IRA, it is my understanding I can do this as long as their is a...
Mark H.
Solo 401k Plan Rollover
My fulltime business has had a solo 401k plan for 9 years. The plan owns rental property, I am the plan admin. I purchased the plan document from a company/sponsor that does not provide advice when I have different qu...