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...
Jared W Smith
Self-Directed Solo 401k for Notes needs LLC?
Hello all,
As the title implies, I have set up my self-directed solo QRP 401k with checkbook control and trying to set up a business account. I know there are three known banks that deal with self-directed account...
Lyndon Timbang
Check Book IRA to Syndication
Hi BP,
Just need your input about this: i am planning to rollover my 401k (from previous employer) to a Check Book IRA, LLC then after, i am looking at joining Syndication. Is this a good move? If not, wh...
Account Closed
multiple self directed retirement accounts
ok gang, i'm trying to wrap my head around this stuff..can i do a combination of a self directed (or solo--not sure the proper term), AND a roth (either IRA or 401k)?? I would really like the solo 401k, since from m...
Roushel Asuncion
Anyone who can help set up Self Directed IRA (SDIRA)?
I am a newbie investor with 403B of 90K with present employer and 20K from a former employer and would like to invest in real estate using SDRIA. I need help setting this up and have a few questions along with it:
1....
Heath Jones
Can you transfer a TSP account in to a Qualified Retirement Plan?
I'm looking for information about whether you can rollover funds in a TSP into a QRP, while still working. I have only been working for the Federal government for the past year and a half, so it probably won't be anyt...
Brionne Johnson
Working with 401K funding
How does using your 401K work? What types of forms are needed? What is the process like? What might be some consequences of this? I really want to get started investing in my first property. I'm looking for creative f...
Account Closed
Can I rollover a very old former 401K to a self directed IRA?
This may have been answered many times so I apologize for not searching more thoroughly, but I could really use some help answering this question. I have two very old 401K's from former employers that I never did any...
TJ Quinata
Borrowing money from 401k
I’m thinking about borrowing 20k from my 401k to get started. Is this a smart idea?