Will Sellenraad
Solo 401k / Co. 401k
Is this a tax or company 401k implication? Create a Solo 401k as a sole proprietor to purchase rental property. Fund this Solo 401k (through rollover) from my active employer sponsored 401k. Rental income flows into t...
Guillermo Lopez
Advice on ROBS and what investments can be rolled over.
I understand the concept but I would like to know if a 403B is ineligible for rollover if you are currently employed with the company that administers the investment. I stumped a Tax Attorney and the tax attorney gave...
Aaron Simpkins
Vested Roth 401k questions
BP CPA's, I have a question. I have a fully vested Roth 401K from a place I no longer work at. I want to leverage this Roth into my real estate investments but I am still unsure of how to fully take advantage of tha...
Raj G.
Consolidate all 401(k)
Hi, in my career I have worked for many employers, now I want to consolidate all my 401(k) into one Self directed IRA.my concern is do I need to find out by calling all my previous employers about their 401(k) provide...
Kaaren Hall
Maximize Your Retirement Wealth: Guide to Rollovers into Self-Directed IRAs
Embarking on the journey to financial freedom in retirement? This guide you through the ins and outs of rolling over your old employer’s retirement plan into a self-directed Individual Retirement Account (IRA). Thi...
Robert Naucke Jr
how is your solo401k bank account setup for purchases
When setting up our Solo401k, I read I needed to keep all monies separate, My rollovers, My wife's Rollovers, My contributions, etc.So I currently have two accounts, My rollovers ($92,xxx) and my wife's rollovers ($2,...
Robert Naucke Jr
I need detailed info on setting up bank accounts for Solo401k
When setting up our Solo401k, I read I needed to keep all monies separate, My rollovers, My wife's Rollovers, My contributions, etc.So I currently have two accounts, My rollovers ($92,xxx) and my wife's rollovers ($2,...
Ryan Beasley
60-day IRA rollover option to fund deals
I'm just now beginning to learn about Real Estate Investing, so bare with my lack of knowledge.
I just saw a BP article about tax deductions and using the 60-day IRA Rollover to fund Real estate deals. Can someone cl...
Joseph Hammel
Upgrading from a Self Directed Roth to a Solo Roth 401k.
Hi, So I have a self directed "checkbook control" roth that currently holds 2 properties free and clear. I'm looking to change to the Roth Solo 401k. I currently use Advanta IRA and have been really happy with them. M...
Mike Reynolds
In laymens terms please
I have a question that I cant seem to get answered just right from my broker. A search has turned up nada here too. Lets say I make 50k/year and have an IRA also at 50k just to keep it simple. If I do nothing I pay ta...