Tina C.
Financial planner referral for retiring parents
My parents will be retiring within the next 2 years and looking to relocate from Maryland to Los Angeles. They currently own their home free and clear but we are unsure as to the best way to leverage the HELOC they cu...
James P. Malone
Income verification for retired prospective tenant
I’m looking for advise on how to verify income for a tenant who is retired. The information I have so far is a statement from Social Security verifying monthly payment and a pension payment. Both of these combined d...
Greg Moran
Pacific NW Retirement real estate purchase
Howdy BP community,
I'm helping my parents navigate a retirement real estate purchase, as they look to flee the scorching summers of Texas (also apparently winter-storm-ravaged at this point). Right now they are co...
Schadrac Mertis
Retiring on equity vs cash flow
We live in Austin, tx area where cash flow is hard to find however buy and hold appreciation is promising. We've decided as a family to just move into sfh every 2 to 3 years. Looking forward in the future I would assu...
Amanda Gauthier
First Property through Rent to Retirement
Investment Info:
Single-family residence buy & hold investment.
Purchase price: $139,000
Cash invested: $36,000
I have been listening to real estate podcasts for the last 6 months and have been w...
Ryan Burke
HELOC for 2nd home? investment/retirement
Good day everyone,Here is my situation. I am approved for 100K HELOC . 12 months at 3.99 APR then it goes to a variable 5.49 after that. I have a peice of lake front land(paid for) here in Alaska about 25 mins from my...
Alvaro Rebaza
Self-Directed Retirment Account Custodian Recommendations
Hi All!!
Looking for help on how to and recommendations on self-directed retirement account custodians.
I have roughly $230K in a rollover IRA and $30K in a Roth IRA with Fidelity both from a job i had earlier this ...
Account Closed
Seller Fiancing as a retirement strategy
Quite often I hear people talk of seller financing as more of a last ditch resort when disposing of property that one might not be able to sell any other way. I'm sure that many of you have come across these kind of ...
Mark Koontz
Loans from Deferred Compensation Plan (Retirement)
Good Morning, I have heard of people using their deferred comp. retirement accounts as temporary loans to fund rehabs, buy properties, etc. The terms are listed below: -9.5% Annual Interest; but you pay yourself the i...
Chris Mason
tax consequences of liquidating retirement question
Hello Wise Tax Professionals,Quick question for you. I'm not actually in a position to do the below, but I'm going to be a hypothetical person with a crap ton of money in retirement accounts, a mix of 401k and IRA.- I...