Jennifer McMurtray
Excellent Content at Note Camp!
Tyler Carter of NuView IRA just gave a killer presentation on the Solo 401(K) plan, which is something you might be eligible for if you are self-employed and don't have common law employees. Between the contributions...
Travis Buck
Rollover from 529 to a roth ira
I have 2 young kids and therefore have two 529 accounts. Each has a fair amount of money in them. After doing some research on the flexibility of a 529 as compared to a roth, I have decided to open each kid a roth ir...
Catherine Cleveland
Combining retirement accounts into one Self Directed IRA
I have a 401k, Roth, and TSP from military service. I still work (but plan on leaving the company where I am vested with my 401k). The Roth is from my previous life and i've made too much to contribute in the past 3-4...
Bret Burton
what are the flaws in this partnership strategy?
I am a real estate investor and realtor in Colorado. I'm working on a small multifamily, condominiumized development. I am trying to figure out a structure for a joint partnership. the project looks like this....10-12...
Robert M.
Multi Family Partnership Proposal
I have a handful of potential high income investors who are interested in partnering in Multi Family deals. None of the potential investors have Real Estate experience and I want to put together a proposal to show th...
Jacob Voncannon
Structuring an operating agreement that is fair
Since this is a similar question I thought I'd ask it here given the sweat equity part. This is my scenario:If I was working with an out of state buyer as a partner to purchase multiple single family homes as rentals....
Pixel Rogue
Secure Act 2.0 + 529
Curious if there is a way to add extra to Roth IRA via 529 and Secure Act 2.0?Presume the following:• Account opened today, fast forward 15 years.• Contribution of 17k, left to double over said 15 years (low contribut...
Michael Gao
How to split profits between husband and wife from flips as sole proprietorship?
Hi,
I am currently doing flips as a husband and wife team. I "hire" my wife to do research for me on deals and I make offer to close the deals and hire GC to do the fix work for me.
This year, I opened a "Keogh pro...
Cameron Skinner
Solo 401K rollover question
I hope our Solo 401 K experts can help Me and my wife are both on my Solo 401-k with sub Roth I would like to transfer a portion of the money to her Roth IRA, it is my understanding I can do this as long as their is a...
Account Closed
Backdoor Roth IRA Question - Can any CPA help answer?
As you probably know, the backdoor Roth IRA conversion is typically done for people that have reached over the income limits in order to be eligible for Roth IRA contributions. However, does anyone know what would hap...