Couryn Beleck
Best Self directed IRA recommendations
I am looking into rolling over an old $401k account that I have vesting from a past employer into a self directed IRA to use for rental investing. I have about $50k to switch over, it will cost me not more than $20, ...
Woodson Davenport
Primary Tradelines. What are they?
A primary Tradeline is a 'Trade Line' Credit account records that are provided to credit reporting organizations. A trade line, also spelled as tradeline, can include a mortgage, line of credit, credit card, or any ot...
Tony Pascente
Self-directed IRA with checkbook control
Can someone provide feedback on companies to set up a self-directed IRA with checkbook control? Decent service and low fees would help. i heard of Broad financial, Udirect IRA Services, entrust group and IRA Service...
Account Closed
My nightmare! Issue after issue!
I thought it's about time I share this bad experience so others can learn from it. I bought a house from a turnkey provider that had a bad inspection. The provider sent me pictures of the things he said got fixed an...
Rob K.
Brokerage account from Self-Directed IRA
My current self-directed IRA custodian does not have a brokerage account option. I have a self-directed Roth IRA that owns real estate and invests in notes but am considering diversifying into a brokerage account. As ...
Account Closed
Ask me questions on Real Estate Tax Strategy or Investing. Answering all Questions.
As a specialized real estate CPA, I'm here to provide expert guidance on your most complex tax matters, from navigating 1031 exchanges and cost segregation studies to optimizing your rental property deductions and han...
George Leeman
Self Directed Roth IRA/401k Providers?
Does anyone know a good self directed ira and 401k provider that also allows stock/bond/good investments that has Roth options and may even allow loans to be taken against it? I use quest ira and they don’t allow stoc...
Alan Davidson
Cozy wording in lease agreement
Newbie here. Closing on our first duplex in two weeks. Renters will get new lease agreement. Want to use Cozy as it will be a long distance--ish rental. Trying to figure out how to word using Cozy in the rental le...
Terry Royce
Bonus Depreciation Items
Reviewing our 2018 books.
I am working on breaking out & reviewing our rental expenses.
There does not seem to be a comprehensive list of "bonus depreciation" items for the new tax laws. Different accountants I'...
Nate Palmer
Tenant demands I return security deposit to their Bank account
My tenant moved out and won't provide a forwarding address as they say they left the country. They are requesting that I go to their bank and give their bank the security deposit to the account number they have provid...