Bill McGrath
IRA Rollover to Self Directed (IRA or 401K)
My wife and I are preparing to invest with a group in an LLC that is purchasing two RV parks. We both have IRA funds with different custodians, but would like to roll them over into self directed vehicles to invest w...
Mark Page
Avoiding 401K early withdrawal taxes, penalties ?
So I’ve borrowed against my 401 k to purchase my first short term rental property. Fortunately it’s doing really well. I need funds for my next properties and I’m planning to liquidate my 401k so I can invest that mon...
Jim Etheridge
Need Some Guidance on Self Directed IRA with financing
I am looking into the possibility of a self directed IRA for real estate with owner financing. I am trying to decide and gather more information to see if it makes financial sense. I have read about self directed ...
Blake Rumley
CARES Act 401k distribution to fund REI?
Has anyone used the new CARES act guidelines for 401k withdrawal? It’s my understanding if you qualify, the money withdrawn counts as taxable income but can be paid over the next 3 tax years and no 10% early withdraw...
Costel A.
Self directed IRA and hard money
Since I don't have enough cash in hands I decided to use money from my 403(b) retirement fund. I created a self-directed IRA with a custodian company. I don't have too much into my 403(b) either, only $60,000, not eno...
Rita Medeiros
Roth to self directed IRA
Is a Roth IRA only able to convert to a self directed IRA, rather than a self directed 401K? Is the checkbook option the preferred method for real estate acquisition?
Damon Whitten
Best Method to Finance First Rental Property from Retirement Accounts
Thanks for any assistance you can provide.My head is swimming for the next steps in purchasing an investment property.I have sufficient funds in our low cost of living area (Northern Michigan) to finance from retireme...
Rikako W.
Solo 401k custodian for loans
I want to rollover my IRA into a solo 401k (I'm self employed) and borrow against the 401k for real estate ventures. Currently I use Vanguard which has the lowest fees, but they don't allow 401k loans. Fidelty doesn't...
Lynn Maher
SD 401k
Hello, I am new and have a newbie question. I am self employed with an S Corp. It is a non real estate business and I am paid as a 1099. I also have a rollover IRA from a previous job. I would like to use the rollover...
Nicholas Hunt
Rollover from ER 401k to SDIRA
Hey BP - I need your help! Bottom Line Up Front: How can I rollover my 401k into a Self-Directed IRA - and how can I use those funds to invest in my first Multi-Family?Backstory: To be honest -today was the first time...