I’ve recently been exploring wealth management strategies/options to make sure our assets grow and are protected. The problem is I don’t really know what we should be doing to take things to the next level.
For thos...
Looking for recommendations for companies/institutions offering IRAs in which to rollover my 401K so that I can use the funds to invest in Real Estate.
I'm looking at Entrust Group. Does anyone have experience with ...
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?
What criterion should I used to select a self directed IRA company?I do see multiple companies from below list. https://www.biggerpockets.com/rei/self-directed-ira-real-estate/?utm_source=search&utm_medium=interna...
Hi BP Community,
I'm at a point in life where I'm considering getting a financial advisor to advise me on the science behind portfolio construction. I very much enjoy managing my own money, and I'm above average whe...
I've read advice here on BP saying that it doesn't make sense to hold RE in a "tax efficient account" because you "lose all your tax benefits of RE". I find that puzzling and I'm looking for clarification. Sure you ...
As ever, the definitive answer is, it depends. In some cases, the stars align. In others, not. Regardless, you need to know The Good, The Bad, and The Ugly:The Good:Review your employer's Summary Plan Document (SPD) o...
Can any IRA account be converted into a self-directed solo 401k account?
I have an empower retirement account through my employer in which the employer matches my investment to a certain percentage. Can I convert th...
Hi Everyone,I currently have a 401k through my previous employer with about $65k and would like to put it to use in my house flipping business. Is it possible to self direct those funds towards my business in anyway? ...
Does anyone have experience holding property from a self-directed IRA? I am trying to get a handle on what is possible, and the pros and cons? For example, can I use IRA funds for a down payment, or must I make an o...