Can anyone suggest a good customer service oriented Self-Directed IRA Company? I have just spoken with Equity Trust and in addition to their annual fees, they charge additional fees for such things as wire services. ...
One of the books I'm reading says that it's best to pay the SDIRA yearly fees out of pocket to maximize the amount of money.Now, I'm sure the transaction fees of an investment have to be paid by the SDIRA but is it st...
Hey BP,
I'm trying to figure out options for REI with a 401k. I've read about a few users on BP doing it, but I'm still not entirely sure how it works. The main reason I'm interested in doing this is that my company...
Hello BP! I have a family member looking wanting to exit his corporate job and start investing in RE. He has $1m+ in his 401k. What are the best tax strategies to mitigate the tax burden and avoid the 10% hit on being...
Hey all, love the site and the podcast etc. I am looking to get into REI and am trying to find the best avenue possible. - I have 200k in home equity that I could leverage into a max of 140k in a HELOC(approved alread...
I recently left an employer where I had a significant 401K balance. Is it possible to roll a portion of the old 401k into a Self Directed IRA and roll the rest into my new employers 401K program?
My current 401(a) is held by Mass Mutual and they tell me that I can't roll it over to anything else. It's embarrassing that I don't know more about my own retirement account but I'm here now so I have to figure out h...
I am trying to decide on which company to use for a checkbook controlled solo 401K. I have read most of the discussions and cannot find a clear winner. I already have an Equity Trust account with an old Roth IRA but t...
Has anyone used their 401k savings to purchase investment properties or is the penalties and being taxed twice just too much? Thanks in advance.