Paul Duran
Tax Professional & solo 401k
Hey y’all, I’m in San Antonio and looking for a tax professional focused on Real Estate. My current CPA is ok, but charges $1000 per tax season and doesn’t really offer any value or advice for real estate. A little ba...
Sid Shankar
401k to self directed IRA for rental investment
I want to move 401k to self directed IRA for rental property investment down payments. My 401k administrator doesnt allow that. Are there any banks/financial institutions which will allow that? Looking for advise here
Jim P.
Spouse contributions to Solo 401k
I'm planning to set up a Solo 401K, but I'm having trouble finding information about married couples with Solo 401K's. Should my wife and I have separate Solo 401K's? Can one Solo 401K be shared between spouses (bot...
Tony Lin
Leverage existing 401k/IRA. Utilize SD IRA or SD 401k?
I've read a lot of material on self directed (including checkbook) options but still not sure the best approach. Would appreciate any advice. My situation: Currently employed. Have a large 401k from 7yrs at current co...
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...
Jason Nesbitt
Rollover Business Startup Loan (ROBS) to fund RE Investment
Hello All,Our fix and flip business has had a lot of success and I am getting ready to quit my W2. Very exciting to get to this stage but it raises a few finance questions. I would ideally like to tap into my 403b t...
Catherine Ashley
solo self-directed IRA and fees in Orange Ca
any recommendaions forsolo self-directed IRA and fees in Orange Ca
Account Closed
Help me pick an SEP Retirement plan
My tax adviser is telling me I need to set up an SEP Retirement plan to lessen my tax burden this year. I am primarily trying to shelter profit from a flip. I am a W2 wager earner and have rental income as well. I do ...
Nathan Yee
Transitioning IRA and old 401(k) to Self-Directed IRA
Hello BP Community,I'm looking clarify the following questions:What would the tax/penalties (if applicable) be for rolling over 1) my ROTH IRA and 2) my old, traditional employer 401(k) into a Self-Directed ROTH IRA? ...
Jon Crosby
Equity Trust Lawsuit
Greetings All, I was recently made aware of a class action lawsuit against Equity Trust (see link here) to which one of the more disturbing claims is, that if found guilty they would essentially be considered a NON-qu...