I just finished EOY tax planning sessions with my clients, and Roth conversion was one of the topics. It reminded me how confused most investors are about Roth and prompted me to write this long post. Since Roth-relat...

Hey Everyone,I've got about 51,500 in a TSP account that I can't contribute to anymore since I'm no longer in the Marines. Part of this money is Tax-deferred, part is ROTH, and part is tax-exempt (from contributions m...

My wife and I were only able to invest a little less than $10,000 in our respective Roth IRAs before our combined income disqualified us from contributing anymore. My question is this:  Should we leave the money in ou...

Can I use my ROTH IRA for REI? I am having trouble finding examples specifically rolling a ROTH to a self directed IRA for REI.

I've been listening to the "FIRE" community stating that it's best to max out pre-tax accounts and when you retire early, doing the conversions over to a Roth. This is assuming you will have a low enough income to be ...

I want to  invest Roth IRA in real-estate. I like to find out Roth custodian and possibly  non -recourse lender.
Thank you

While it is not possible to roll over from a ROTH IRA to a ROTH 401(k), would it be possible to have the ROTH 401(k) buy an asset from a ROTH IRA? Would it be a prohibited transaction?I have some investments in a synd...

Hi, maybe this scenario was discussed before. i could use some advice from CPA/EA.my scenario: I opened SEP IRA years ago when i was self-employed.. and then i haven't been self-employed for the past 10 years.. so  , ...

My husband and I were thinking of taking some money out of our ROTH IRA for the REI business. The amount we'd withdraw would be around 20% of our overall retirement funds. We are in our 40s, if that matters.Aside from...

Hello!I have some funds in my Roth IRA that aren't performing right now (sitting in money market waiting for a down turn to re-invest).  I am thinking about using it to fund a multifamily purchase.  Is this stupid or ...