Some SDIRA custodians also offer SDHSAs.  On the funding side, IRAs and HSAs are different animals. Retirement account (401Ks, IRAs) contributions must be made from earned income. HSAs, on the other hand, require on...

I need some help with thinking through the self directed 401k. I have two side business: (1) professional service firm, and (1) real estate investment company. Both are new companies, and in their infancy. I do not ta...

I am going in on a 3-unit house with my investing partner, Mike, and we are trying to solidify an agreement for equity given what each of us is putting into the investment and the fact that we plan to split monthly ex...

I have a 401k with my current job. It is all pre-tax contributions i.e. I did not pay taxes on the money that is in there. I have heard that you can roll your funds out of a 401k and into an IRA or other similar accou...

What is the best way to shelter money from taxes and saving for future real estate investments? My employer offers a 403b with no match and I'm not sure I should take use it if that's my goal two years from now, or if...

Hi there! I quit my banking job over a year ago and now do REI full time. I am also a RE Agent, mostly for my own deals and for family and friends.  I’m interested in learning if my REI income (Sch E) could be shielde...

I am interested in forming a partnership for a future multi-family buy and hold. In exchange for 20% equity, I would locate the deal, perform minor maintenance and repairs to get property ready, and manage the propert...

Is anyone familiar with any non-recourse loan products for a three-family being purchased through an LLC for under $1MM? 

Hi BP,Can you make distributions from one LLC bank account to another LLC? In other words, if I have a surplus of money in one LLC account and the other LLC has need of capital for construction, can I transfer from on...

I understand how the deal syndicator will get paid on a deal (asset management fee, acquisition fee, etc) but how (specifically) would an investor who puts money into a deal get paid? Concept and examples are apprecia...