Liz Ridgway
Best 401k Rollover Option to Allow RE Investing
As I grow more educated in the area of personal finance and investing, I am realizing that the $$ sitting in my 401k could be doing much more for me. I am 36, $140K fully vested in my company 401k. I do have other s...
Travis Buck
Rollover from 529 to a roth ira
I have 2 young kids and therefore have two 529 accounts. Each has a fair amount of money in them. After doing some research on the flexibility of a 529 as compared to a roth, I have decided to open each kid a roth ir...
Michelle Oblena
Any financing/rollover tricks using Roth IRA?
hi everyone - i have some money through my 457b contributions, a portion of which are in a roth ira. if the math checks out on a property, i think i can do better investing my roth ira into real estate. it'd be great ...
Cyrus O.
Death Benefit - Roth Rollover or Real Estate?
Hello everyone. My father passed away recently and left a pre-tax death benefit that allows me to either take a lump sum of cash which I would use towards real estate or I can do a direct rollover into my Roth. It's t...
Peter Tavolacci
Solo(k) roll over from existing 401
Hello Team - Can I roll my existing 401(k) into a solo(k) without any tax penalties or other disadvantages and then use it to invest in real estate? If so, how do I do that? Essentially I would like to invest my 401(k...
Charles Thompson
Husband & Wife 401(k) Rollover Options
I'll make this short and to the point...The wife and I have two 401(k) accounts (one for each of us) from a previous employer totaling roughly 62k. We'd like to combine our 401(k)s into (hopefully one) self-directed f...
Alexander Araniba
Rollover 401K or Taxable Income to Invest?
Hi BP,I worked at a small business and had a 401k. And at the beginning of January, 2019 I started a new job at a bigger company. I am now on the fence of rolling over my money from the old investment company to the n...
Andrew Daigle
Rollover 401k into SDIRA and House Hack?
How can I use an SDIRA to invest in a property that I or my business is able to use? My assumption is this is not an option. Any other ways to look at this problem and fund real estate investment that I can use from a...
Curt Beilke
401K Rollover to a Self Directed IRA
I’m in the beginning process of rolling over my 401k into a self-directed IRA. I’m looking for suggestions or a referral as to a custodian and or a firm to contact to assist me in this process.Best regards,Curt
Nicholas Hamblen
Looking for advice on Rollover IRA funds
Hi Everyone,My wife and I were looking to start flipping homes and/or buy rental properties. She recently rolled over her old 401K from past employer into rollover IRA with Fidelity. There is 46K in the account. We ha...