Pete Perez
Fidelity Employer 401K Can't Be Rolled Over?
Hi BP,I recently switched employers, and am getting setup with the employer provided 401k custodian (Fidelity). My goal is to take advantage of the % match my employer offers and roll it over to a self directed IRA, o...
Robert B.
Opening Self Directed Retirement Account
Welcome Everyone,I'm a new BP member and a novice Real Estate investor. I'm determined to move my IRA funds from traditional to self directed accounts. I was hoping fellow members of this forum would be able to help m...
Gregory Bargiel
New member from North Jersey
I'm 21 and looking to invest in real estate as soon as I start work full time. I will have a good amount saved, mostly in a Roth IRA and able to live at home to save even more for my first investment. My plan now is t...
Amaf J.
Cashing out Roth IRA for REI?
Hello everyone,I just wanted to ask a question about using the funds from my Roth IRA towards the purchase of property. I've done some calculations and realized that my Roth IRA is yielding some horrible rates of retu...
Alan L. Weeks
New Member from South of Boston area
I am interested in starting to acquire rental properties in my immediate area (MA 02375) to hold and generate income.I'm close to making my first deal and out looking at all types of residential single & multi-fam...
Mark E
Capital gains tax...
I have an issue coming up were my parents are selling there investment home of 6 years and want to re-invest in another state. However, will they avoid paying capital gains if they buy a property acouple of months aft...
Sophie Wang
File 1099R for solo 401k in plan roth conversion?
Hey guys,I just opened a solo 401k last year and did an in-plan Roth conversion. I am trying to file a 1099R using tax1099.com for the roth conversion and have a couple questions.1. Should the payer be my Company or m...
Quincy Lockett
The American Rescue Plan Act (Eviction Moratoriums)
No mention of extending the CDC Eviction Moratorium past 3/31/21 in the Senate ratified American Rescue Plan Act on 3/6/21. Only financial subsidies for struggling renters.I am optimistically subdued. Cross your finge...
Maribel Manibo
Need advice on retroactive filing of 5500 (401k related)
I used a Rollover for Business Startup (ROBS) to start my REI business a few years ago, rolling over 401k funds. I fell behind due to personal/health issues in filing the 5500 (3+ years) but my business also did not m...
Andrew Reid
Job Change - Roll Over 401k or Invest in Existing Rental Property
I also posted this on Reddit Personal Finance subredditI would like to get feedback on my current situation and trying to make a final decision. I have money in a 401k from a previous job and also a rental property th...