Kelly Taylor
Recommendations for a Self-directed Roth IRA Custodian - Equity Trust anyone?
Hello! Looking for advice and suggestions for a Roth IRA Custodian I'm looking to roll over a traditional IRA to a Self-directed Roth by the end of the year, and use that for my investing. I had a long conversation wi...
Diana Villalon
DIY a living Trust or not
I'm curious if anyone here has set up their own trusts (living trusts) without the help of attorneys. There's so much information out there and some sites claim you can do it yourself. There's youtube videos on how to...
Jerry Poon
How to place a property in trust?
I have a SFH that I would like to place into a trust. How would I go about that? Do I have to reach out to a lawyer or something? Or what kind of professional would handle that?
Any recommendations on who to reach ou...
Blake Valdez
I 130k in my 401k i am 31. Smart to use this money to invest?
Just wondering if it's a benefit to me to use my 401(k) to invest in real estate?
Terry Bourgeois
Transfering a 401k to a self directed IRA
Hey there !! I am looking to transfer my 401K to a self directed checkbook IRA to use for real estate investment. But, I am not sure if it should be a Roth IRA or a traditional IRA as both are offered to me. I am ...
Demjan Van Der Kach
Bogleheads & note investing & IRA
Hello everybody!
I am a boglehead who is transforming into real estate investing, specifically notes investing. I wonder if there are any bogleheads here?! Would be great to connect!
I have not had chance to talk to a...
Tina Artigliere
Quest Trust Suddenly Closed down Administration on their Solo 401K Plans
I was impressed by Quest Trust when I went to their Expo in September of 2022. Based on speaking with them their, I paid a rather hefty fee to transfer my solo 401K to them and have it reinstated and the fee covered ...
Donald Campbell
Equity Trust
I am looking at moving funds from a previous employer 401(k) into a SD IRA. I am considering using Equity Trust or Next Generation Trust. Anyone have experience you wish to share regarding doing business with either? ...
Blake Carlile
Promissory Note - Signatures / Enforceability Question
Hello! I'm a private lender and recently received a signed promissory note from the borrower that looks well and good (based my research of all things that should be in a note), but it doesn't have a signature line f...
Olivier Chaine
LLC Transfer - for Loan
Somewhat unusual situation: we are in escrow on a property, and the current lender was going to underwrite the new loan. Due to complications in due diligence (seller financials), the only way that it makes sense for ...