Audrey Cranmer Moini
What is the Best Way to us your 401k to buy a Home?
Okay, so I am running into an issue right now. I have plenty of money to buy a home but it's locked up in a 401k with an employer I don't work with.
I want to find a way to not have loose 40% for taking it out before...
Chris Seveney
Got My First Letter from an Attorney Regarding TCPA from a Text Message
Wanted to share this with people as there is a correct way and an incorrect way to communicate. Many people will buy a list and start to email and text message those individuals. Did you know that fines can be $500+ f...
Greg K.
Self-Directed Solo 401K Setup Question
Hello,Pardon me if these topics have already been covered exhaustively but I'm having some trouble finding answers to my questions online. I already have a solo 401k that I set up years ago as a sole proprietor with ...
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...
Cathie Kovacs
REO deal flow with private money - questions
So I’m trying to do my first fix & flip deal with private money and I’m not clear on deal flow. Hoping someone can take a few minutes to educate me.So I found an REO that I’d like to make an offer on and have pri...
Alan Lafontaine
What to do with 401k
Hi BP Universe! I'm in my mid-50's and just starting out. I have a small 401k of around $20k. At this point in my life, I see little opportunity for big growth in that plan. My question is, would it be wise to close...
Sean Harris
Pulling out 401k money for investing
During this whole Covid19 epidemic my 401k investment firm is offering that they will waive the early 15% penalty to pull out up to 100k with no payback. I know there will be taxes due in doing so but I have never see...
Jason Avila
Thrift savings plan loan
I am coming up 20 years in the Army. Preparing to retire. Have paid down all debt except 3 mortgages and one vehicle. The plan was to retire debt free with exception of the vehicle. With the current COVID pandemic, T...
Kandy Dicken
Which EIN for Property Manager?
I am providing my property manager a w-9 as part of onboarding. Do I use the EIN of my Wyoming holding company or the EIN for the individual property? We have a business structure set up where we will have one main ho...
Salvatore Spano
BOI (Beneficial ownership information)
Are some LLCs exempt from submitting this info? In particular, sole proprietorships? Does anybody know? Thanks.