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...
Jeffrey A DeAngelis
South Carolina - Section 8 Tenant Roll Over
Howdy - Just purchased a SC property that has a low income tenant (section 8). The tenant has been there for 4 years and to simplify this post I need to roll over the existing Section 8 state payment to my account, cr...
Mimi Booker
Rollover 401k to fund Real Estate business
I've read through the other solo 401k threads but so far I haven't found an answer to my situation.I have a current 401k plan through my full-time employer. I also have a small business on the side as a sole propriet...
Gary White
IRA rollover help in Des Moines Iowa
I have funds in two Roth and a Traditional IRA that I would like to roll over to a self-directed IRA and use in my investing, if that's even possible. Is there someone in the Des Moines area with experience that can ...
Bill Pollnow
Roll over Business Start up - 401K funded
I recently left a job of 18 years and have an existing 401K. I am considering/wanting to take these funds out/use them for real estate purposes and have recently came across a company/recommended by my attorney/that s...
Sophie Wang
Is there limit on how many times of roth conversion per 12 month?
Hey guys,I attended a webinar the other day and heard the presenter mentioned Roth conversion can only be done once in a 12 month period when he answered someone's question. I was confused, I never heard of this rule ...