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...
Ronny Crawford
SDIRA recommendations
I'm looking to roll over a previous employer IRA into a SDIRA. I'm seeking guidance from fellow BP members with any companies that you have personal (positive) experience with and would recommend. Id like to be able...
Yvette Velasquez
Can i qualify for mortgage using IRA/401K if not retirement age?
New to investing in real estate, and want to buy an investment property. I am recently self employed so I do not have W2 income to show. Have HELOC to use as down payment, great credit, and a good amount in my IRA. A...
Tessa Mac
403b to Real Estate
Hello all!
I have two 403b accounts from previous employers and am interested in using this money for a down payment on a property. I’ve seen info about 403b loans (doesn’t seem like this is possible since I’m no lon...
Robert Taylor
Self-Directed IRA - investment in a franchise
I was wondering if anyone has bought a franchise using a self directed IRA and what some of the limitations are. Could you do work there? I have a self directed I use for other investments, and I have read a little ab...
Allison Levine
Any advice- Renter is part of a scam and not paying rent, now trying to extort $$
Hi,I am an accidental landlord, was part of an inheritance. I have a management company. Tenant started around 6 months ago, was paying on time and then they started with being late then went to bouncing a check to no...
Matthew Avery
Looking for CPA in CT familiar with SDIRA's
I'm looking to make my first real estate investment purchase. I currently have an IRA with $80,000 that I would like to utilize for my first investment. I cannot add to the account at this point, it was a rollover fro...
Kathryn Marchetti
Coverting my SURS into a self directed ira
I was listening to show 49 yesterday (i know its an old show) and Amanda Han was talking briefly about using a self directed IRA to invest in real estate. I just left a job where I am invested in my SURS (state unive...
Cristobal Fernandez
Pensions to buy homes
Hello everyone. Is it possible to use my pension to acquire properties and how does it all work? Can I borrow and not have to pay it back or do I pay it back with interest. Is there a time limit to pay it back if I ha...