In December of '21, I rolled over $41k of my 401k into my previous employer's ESOP (had $5k balance at the time). Fast forward to now, and the company has grown exponentially, and was also purchased in June of this ye...

My husband worked an employee for a medical device company for 20 years. In September he opened his own company to become an independent distributor. At that time we did not consider the implications it would have for...

I am self employed individual, looking for recommendations for a portfolio lender out of Brevard county FLHave also looked into Limaone and lending one but have mixed reviews as far as the experience with them so hold...

This is my very first post! I have been reading about Self Directed IRAs as it was a recommendation from a conference I attended (and paid quite a bit for) regarding real estate investing. The way it was described mad...

A potential investor asked me today how can she take her 401k money and invest in multi family deal with me? Can she invest that 401k money with me without getting taxed or penalized? She is younger than retirement age.

Does anyone have experience with asking their employer about switching from a W2 employee to a consultant so that you can take advantage of the Real Estate Professional status? If the employer pays your LLC S-Corp ins...

Greetings! I have spoken with a lender who says it is possible to use 401k money to fund a home purchase. Spoke to my 401k custodian and they weren't sure of the exact details of doing that. I'll need to look at all t...

Hey all,Has anyone every started a real estate business with a full or partial rollover of their 401k?I heard you can only do this with an S Corp startup but I want a series LLC.Any advice would be greatly appreciated...

I am hitting a wall with Portfolio Lenders in Massachusetts. Although their loans are in-house they follow the Fannie Mae guidelines and the one I can not overcome presently is ... 2 years of self employed income h...

I'm on the cusp of retiring from military service, and I'm contemplating moving my Thrift Savings Plan (TSP) to a Solo 401 (k) after retirement.  The goal will be to use the Solo 401 (k) to buy Turnkey Rental Properti...