I have a question regarding rolling a traditional IRA into a Roth.  Given:A traditional IRA that was funded via a closed 401k and grew for several years, with a value of $15,000A recent after-tax contribution to that ...

Hi - we have 22k in a traditional IRA and wanted to see if there any strategies for investing this rather than letting it sit.

Hi everyone,Just as a quick backdrop: I am a 23 year old working a full time office job and contributing 8% (4% traditional, 4% Roth) to my 401k, and getting 4% matched by my company.What I am wondering is if I should...

I’ve been listening and reading about Tom Wheelwright’s suggestion on cashing out on 401k/IRA and taking the penalties and investing it in real estate since new tax laws would be in favor of investors.With new tax law...

What are everyone's thoughts on SDIRA as opposed to a simple 401K as it relates to higher returns.

Let's say one has savings in both their traditional IRA and mutual/index funds. Which one should they tap into first to fund their investment properties?

Hi, all. If securities are transferred from Roth IRA account to a traditional IRA account, is it deductible as if they are new funds being transferred in? Thanks

Hi, maybe this scenario was discussed before. i could use some advice from CPA/EA.my scenario: I opened SEP IRA years ago when i was self-employed.. and then i haven't been self-employed for the past 10 years.. so  , ...

Hello BP!Fairly new to real estate investing, just bought a condo this past year with my girlfriend (and not looking forward to doing my taxes) and am currently in the "save money for additional investment while I lea...