Wayne Wollesen
Best Self Directed 401k (rollover from former employer)?
I'm leaving my current employer soon and will be rolling over my 401k. I would like to roll it over to a self-directed 401k so I can potentially invest in real estate (ST/LT rentals). Does anyone have any recommended ...
Debbie G.
Inherited IRA wondering about rollover possibilities for RE
I'm inheriting an traditional IRA and I'm also looking at duplexes for buy and hold. I'm researching solo 401k and sd ira's but not sure if an inherited IRA can be rolled over into one of these and then I can use fun...
Jesse Weiland
Weighing 401k vs IRA Rollover for Self Financing
I believe this is my first post. This question has been on my mind for a while so I thought I would pose it here and see what others think about it. My goal is to buy my first property in 2018.
I just started a new j...
Bill McGrath
IRA Rollover to Self Directed (IRA or 401K)
My wife and I are preparing to invest with a group in an LLC that is purchasing two RV parks. We both have IRA funds with different custodians, but would like to roll them over into self directed vehicles to invest w...
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 ...