One of the books I'm reading says that it's best to pay the SDIRA yearly fees out of pocket to maximize the amount of money.Now, I'm sure the transaction fees of an investment have to be paid by the SDIRA but is it st...

I have looked into the self directed IRA and solo 401k and feel the later is a great option for me (yes I am self employed).  I am curious about the timeline to have funds from previous employer retirement plans and a...

Here's a scenario and I need some advice:Say I (in my mid-30s) have an employer matched Roth 401k, a rollover IRA and a Roth IRA. Currently all of my retirement funds are vested either in mutual funds or in stocks. No...

I've been reading a lot about using a self-directed 401(k) to help with funds for a buy & hold rental property. There are a few things I'm a little confused about. 1.) Everything I'm reading says you can use a "se...

Is a Roth IRA only able to convert to a self directed IRA, rather than a self directed 401K? Is the checkbook option the preferred method for real estate acquisition?

If my capital expenditures on a rental property exceed my rental income, can I use those expenses to offset W2 income or does it only offset passive income? I just got my first rental property rented and I’m trying t...

Looking to connect with local RE accountants for 401k rollover and general advice. Northern New Jersey/New York area. Thanks in advance!

Thanks for any assistance you can provide.My head is swimming for the next steps in purchasing an investment property.I have sufficient funds in our low cost of living area (Northern Michigan) to finance from retireme...

My wife & I currently have an owner K thru Edward Jones, It has awesome potential for investment & Tax shelter, Together we are able to deposit $102,000 p/year in an IRA or $35,000 in a Roth & $67,000 i...

I am going to take a loan of $25,000 out of my 401k for a house hack. My wife’s student loan is an income based repayment plan. As I pay my 401k loan back, will this in anyway help lower the loan payment?