ok gang, i'm trying to wrap my head around this stuff..can i do a combination of a self directed (or solo--not sure the proper term), AND a roth (either IRA or 401k)?? I would really like the solo 401k, since from m...
![](https://bpimg.biggerpockets.com/no_overlay/uploads/social_user/user_avatar/278125/small_1621441050-avatar-willw2.jpg?twic=v1/output=image&v=2)
I am starting this thread to document my experience with a self-directed IRAI have an IRA that has been invested in stocks and bonds since I rolled an old 403(b) into this IRA about 10 years ago. It always underperfor...
![](https://bpimg.biggerpockets.com/no_overlay/uploads/social_user/user_avatar/124348/small_1621417959-avatar-arob16.jpg?twic=v1/output=image&v=2)
Team -
I have a home that I recently owner-financed out to a buyer on a 15 year note, and I would like to entertain the idea of "purchasing" the note with a self-directed IRA. Currently the note is owned by ...
![](https://bpimg.biggerpockets.com/no_overlay/uploads/social_user/user_avatar/705340/small_1694885672-avatar-curtisd9.jpg?twic=v1/output=image&v=2)
I have learned about this solo 401k in which you can use some of your 401k to invest in real estate as long as you pay it back with interest within 5 years. My question is once you pay back the amount you borrow, do ...
![](https://bpimg.biggerpockets.com/no_overlay/uploads/social_user/user_avatar/228898/small_1666458082-avatar-jpiccolo.jpg?twic=v1/output=image&v=2)
Does anyone know if there is a way to combine the Roth IRA, traditional IRA and rollover IRA money from my fidelity retirement account to invest in a single multifamily commercial deal. I know the IRS has these as sep...
![](https://bpimg.biggerpockets.com/no_overlay/uploads/social_user/user_avatar/21834/small_1621361571-avatar-blackhawk99.jpg?twic=v1/output=image&v=2)
I have (what I consider) a good chunk of change sitting in a traditional IRA. I'd like to use that money to fund flips (in and out in less than 120 days) and/or use it for transactional funding.
The financial adviso...
I purchased a rental property several years ago using my home equity line of credit from my primary residence. Can I now refinance my rental property using my self directed IRA to pay off my line of credit and transfe...
![](https://bpimg.biggerpockets.com/no_overlay/uploads/social_user/user_avatar/52911/small_1668272119-avatar-bryanhancock.jpg?twic=v1/output=image&v=2)
We recently started requesting our investors look at UDirect:
UDirect
for their SDIRA investments. We have had a positive experience with them so far. Has anyone else dealt with these folks? If so, what was your ...
![](https://bpimg.biggerpockets.com/no_overlay/uploads/social_user/user_avatar/378877/small_1621447780-avatar-perryi.jpg?twic=v1/output=image&v=2)
I was recently told by my financial advisor that retirement accounts are lawsuit proof, does the same apply for a self directed account that is invested in real estate, or will the type of investment open you up to li...
![](https://bpimg.biggerpockets.com/no_overlay/uploads/social_user/user_avatar/181773/small_1621431503-avatar-texasranger.jpg?twic=v1/output=image&v=2)
I'm interested in rolling over my 401k into a solo 401 K in order to take out money for a down payment on investment property. is this a good idea or a bad idea? I'm wondering if it is a better idea than pulling my...