Brian H.
Tax strategies when you start making a bit more...
Howdy everyone. Hope you are all doing great!So, this year, I will make around $140k on paper. I make right over $70k at my day job (with... no benefits, yes I know, moot point) and my rentals will pull in right arou...
Scott Raley
Seek a firm to set up a self-directed IRA in the Bay Area
Looking to move funds from a traditional, institutional SEP-IRA account into a self directed SEP-IRA to invest in Real Estate or Deeds of Trust. I'm seeking a firm that offers outstanding service, expertise and o...
Bryan Hancock
Strategies For Managing Tax-Advantaged "Buckets" Versus Cash
I am assuming many folks on the forum take advantage of tax-advantaged accounts and thus they have to manage what "buckets" to fund when trying to grow their money. Defined contribution plans are pretty popular for t...
Darius Jessup
IRA Withdrawal - Was there a better way?
I feel in my gut I could have gone about this a better way and could use some input.I recently pulled out all of my money from my traditional IRA to put towards a down payment for a duplex my wife and I are buying in ...
Kevin Kim
Can I use my Traditional IRA to buy Investment Properties?
Hello Everyone,After doing some research, I've learned that an individual is allowed to take out a maximum of $10,000 from your Self Directed IRA to purchase your first home without any penalties. Of course this would...
Wayne C.
Roth conversion of apartment syndication holding in a Traditional IRA
If I have a traditional SDIRA with an apartment syndication holding that is making monthly distributions, can I do a Roth conversion of that holding? I am 71, but not taking the distributions..they are going back to t...
Ben Grubb
Self directed IRA and leverage
I understand the concept of leverage- using someone else's money. But do you flip the script by using a self directed IRA on if a deal works. My thought is a SD IRA basically gives you alternative to stocks. If I a...
David Venancio
IRA as investment tool
Hello All,Question regarding Self-Directed IRA'sMy partner and I (through our LLC) want to use his IRA to purchase a property. The initial idea was that we were going to use the IRA Funds to purchase a $65K property.....
Nick Peraino
401K Loans and Refinancing
I am considering taking a loan from a 401k for my first REI. I will be joint venturing with an experienced partner if I do so.
My question right now is:
Should I keep my 401k with Edward Jones or move it to somewh...
Jeff S.
Converting traditional to a Roth
If you convert a rollover IRA to a Roth before April 15 which tax year is affected? Do you have a choice? Would like to be done with taxes to do tax planning and eventually move traditional into Roth on low income years.