Steffen Vater
Benefiting from passive loss/cost seg without real-estate professional status
So I just found out that the loss ($9,500) I showed from last year's real estate syndication investment ($25k) was useless on my return due to the fact that the IRS disallows the use of this passive loss if AGI is >...
Patty C.
What Choice To Make For Defined Benefit Supplement (DBS) Upon Retirement?
What would you do if you had a defined benefit supplement (DBS)? Would you take a lump sum? annuitize it of a period certain? annuitize for life? roll it over to a 403(B)/401(K)? roll it over to an ira?Lump sum puts m...
Blair Treu
Using self-directed IRA funds to invest in rentals -- anyone?
I own rental properties in Mesa AZ, Las Vegas NV and Memphis TN -- all purchased with the traditional loan (typically 20% down) and they are are moving along nicely in terms of their overall returns. The properties in...
Dakota Verrico
Self Employed Mortgage Qualification Difficulties
Hello BiggerPockets community,
I have been struggling through the process of getting qualified for the past 4 months. It has been a long, hard, and incredibly brutal process. A little back story first, about a year a...
Steve Corder
Is it worth it to convert and invest from self-directed IRA?
I went to local REI talk on self-directed IRA investing. Do you think it is worth converting a traditional IRA and investing in real estate via that vehicle? Thanks. Steve
Scott S.
*NEWBIE* Want to purchase more properties minimizing down payments
First post...just learning the game. Please spell out acronyms!! THANKS!!I've purchased two four plexes in the last 9 months, the first was an FHA loan that I put 3.5% down, the second was a short sale that required a...
Gulliver R.
Taxed on cash out refi Money after a selling
Hello all,
I know that asking tax questions will most likely lead to a “talk to a CPA” or “it depends” answer. But here we go anyway!......
If I do a cash out refi on a non-owner OC investment property that I own in...
George Vigil
Looking to Leverage Self Directed IRA for Initial portfolio
I didn’t like the stock market volatility, so I decided to leverage my 401k proceeds to set up a Self Directed IRA to invest in Real Estate rentals.I have $650k available and looking in the DFW, Jacksonville, Albuquer...
Scott Nipp
Self-directed IRA profit question...
We are going to be setting up a self-directed IRA sometime down the road. My understanding is that all of the profits from an investment you can contribute back into the IRA with no limit. My question is do you HAVE...
JP Christopher
1031 Exchange question for my situation - Did the CPA misspeak?
Can someone read this example and tell me one way or another what's possible. Just sat with another friend/CPA and what he mentioned I was not aware and I am not sure if it's accurate. Nothing against him, as only a...