It is pretty amazing to me how much money can be stuffed away in tax-advantaged accounts if you structure things properly and avoid controlled group issues.  What is becoming increasingly clear to me is that the contr...

Not sure how many here use a Health Savings Account (HSA), but for those that do and that are in good health this can be a means to build your HSA. My wife and are building a good sized balance and will be ready soon...

I am the trustee and admin of the solo 401k plan of my business.What paperwork is required for an employee early distribution to comply with DOL and IRS rules? How do I report it for taxes for both employer and employ...

The short of is: it really boils down to your financial goals in determining whether you should pay for properties in full or use leverage (mortgage). The truth is always in the math. My business partner and I are jus...

Given this year's Roth conversion rules, and next year's higher taxes, has anyone done the math to figure out if it makes sense to do a Roth rollover rather than buy in an IRA?

For simplicity assume enough cash on...

Would you rather have $200k (after taxes) right now, or would you rather have $800/mo cash flow + money from future sale? I am anticipating "Well, it depends on what your goals are" as an answer. I want to know what Y...

I currently have enough money to pay down 65% of a California townhome I plan to live in, but that money could easily buy several investment properites in other parts of the country.

My uncle is a real estate agent w...

I have been researching, reading, and learning everything I possibly good about real estate investing, I would say since maybe April. Finally after feeling comfortable with all the forums and articles I've read, I'm r...

Hello,

My wife and I would like to move (not forced due to job) out of our condo that we have only lived in for 1 year. Do you know of any way that we can avoid capital gains tax without having lived in it f...

We have had a restaurant for 20 yrs and closed last Jan 2016.  Our partner has not been active with the business in 17yrs except for taking gains and losses on his half. My husband and I paid for all the expenses for ...