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Results (1159)
Angel Muñoz Pulling money out my Annuity
18 January 2023 | 3 replies

I need some professional help to file the proper documentation and withdraw money out of my annuity account strictly for investing in real-estate of course.  If anyone can guide or help me out so I can  get started in...

Steven Burrows Leveraging 401(k) and annuities
18 November 2013 | 4 replies

Is there a way to leverage the funds I have in my 401(k) and annuities to acquire hard money?

Jason K. Ive got a 300K inheritance coming.
14 June 2023 | 12 replies

Do I spend it all on realestate and risk paying 50k in taxes or should I take and annuity and thus end up with a mortgage.  Any thoughts out there??

Gary M. Can I offer "reverse mortgage" type payment?
8 May 2008 | 7 replies

I have mentioned this deal before: Neighbor needs cash flow, her home is paid for but a reverse mortgage for her small home doesn't give her enough income nor is it worth while with all of the expenses related to doin...

Lauryn Meadows Qualified Opportunity Zones
21 February 2019 | 12 replies

Is anyone utilizing this for the 2018 tax year? I cashed out my 401k and my husband cashed out 50% of his annuity in April of 2018. We bought a mixed portfolio 8 units (bought 4 properties on same note) in May. Is thi...

Chad Olsen 1035 Exchange for Permanent Insurance
16 December 2024 | 4 replies

I have a Indexed Universal Life policy that is 7 years old. I'm learning that this may not have been the best move for me and my situation. Does anyone have any experience with doing a 1035 exchange between permanent ...

Ayanna Derrickson How to invest with an Annuity
1 December 2017 | 2 replies

Hello everyone,My Husband has been an Iron Worker for 12 yrs and was recently given access to his Missouri annuity since we've moved to California, where he is building up a new one. He has a substantial amount of mon...

Jason Malyon Should i get life cover & a retirement annuity?
1 June 2017 | 9 replies

The big question that I have battled with for years: should I get life cover and an retirement annuity?I had 2 kids quite young, before I was financially stable, but we made it work, I am the bread winner with a decen...

Kevin Gallagher Tax sheltered annuity for down payment
17 November 2018 | 0 replies

I’m new to investing.  My parents want to move here but can’t move until they sell their house.  We thought this would be a good time to start investing.  My parents are willing to rent from us until they find a place...

Kyle Bethune I need advice. Help!
28 February 2016 | 22 replies

This is completely out of character for me to discuss, but I am growing more and more anxious and confused. Let me start of with a basic background for myself. I just turned 30 years old. We started slowly REI about ...