Is it possible to move money from a Roth IRA and a 403B account into an investment property without early withdraw or tax penalties? I have around 15K in several different funds that I believe would serve us much b...

Hey BP members,I’m looking into self directed IRA’s. Does anyone have experience with Camaplan or Equity Trust? Is one better than the other? What’s the best bang for my buck? Love to hear your thoughts and experiences.

Hi All,
I’m trying to determine the best structure, and the necessary entities so that I can create a new Solo 401K (for me/wife) and rollover funds from my existing 401K. My current business (where the 401K plan exi...

Self-directed IRA is an amazing way to take tax-deferred advantage of the cash I have piled up in my 401k, and funnel it into real estate. I intend to take the plunge immediately, but there are so many providers out t...

I recently found out my company had a DUNS number from Dun and Bradstreet.
Apparently similar to a FICO score but for business credit.(of which I have some)

But it seems that not every business credit provider report...

Can I invest in syndication with my retirement funds?
Yes! In fact, this is one way that many passive investors get started with real estate syndications. To invest in a real estate syndication using retirement fund...

I am sure that this topic has come countless times in the past, but I am hoping that someone can recommend a good bookkeeping method/software for keeping track of less than 5 SFRs.  In my situation, I am investing in ...

I'm considering to start a self directed IRA to invest in Real Estate and I'm wondering if it's worth it?  I'm curious if anyone out there has used them and has an opinion on whether or not it's worth the effort.  Als...

I have a self-directed IRA. I collect interest on loans made out of that account. Does the custodian or I have the requirement to send a 1098 to the borrower? I should at least keep track of that and let the borrower ...

I started using this online form to collect rental applications: https://www.elbowspace.com/FRHformexample158 Is there any legal ramifications by doing this ratherthan having them fill out a paper form and sign in per...