Brad Z.
Solo 401k Question
I know this topic has been beat to death but I cant seem to find answers to a few specific questions
1. With a solo 401k, you can borrow up to 50k on a tax deferred basis. Can you borrow this money for flips, keep th...
Paul Aqua
Should I still save alot for retirement if I own alot of rentals?
Hello Everyone! So I currently use a SEP IRA to set aside money for retirement but I was wondering if that money is better used towards buying more rental properties. Especially since I plan on using rental properties...
John Thedford
Solo 401K And Ubit Questions
I started doing private lending in 2012 with my Solo 401K. I has been a steady source of income into the retirement account. My CPA states this actions falls under UBIT? I have been led to believe it is not and does n...
Sean H.
How to go about doing a self directed IRA
I have heard tidbits about this, but i want to try to get a full understanding. With a self directed IRA, i have heard that it is easiest (contractually) to invest money as just a hard lender. If you begin doing any w...
Adam Black
Need a referrel for someone to do a SEP IRA purchase.
I have a customer in CA wanting to buy a property in MS using his SEP IRA. Anybody have a good referrel? I know Matt on here specializes in it but I can't get in touch with him.
Account Closed
SEP IRA SOLO 401(k) or Roth Solo 401(k) to direct your funds
I hear a lot of talk about Solo 401 (k) being the best vehicle to set up for a retirement plan and then set up a self directed IRA to fund a portion or all to invest in what you choose. My question is this: how do yo...
Kevin Darrell
Partnership using Self Directed IRA.
If I were to convert my 401k to a Self Directed IRA would it be possible to use those funds to partner with someone and If possible how would that work?
Gordon D.
Investing with money in SEP-IRA
Hello,I am looking to purchase a rental property with funds from a SEP-IRA, from my understanding these are the following steps:1). Setup an LLC in the state of the rental property.2). Find a self directed custodian.3...
Jason Coleman
Investing in 401k/SEP IRA vs buying another rental annually
So my wife and I are torn on this question. We're both 33 years old and we have been maxing out her 401k at her w-2 job for a couple of years. That's great of course and I'm not complaining. However, if we just contri...
Matt Bailey
Best self-directed 401K/IRA - who do you recommend?
What self directed 401K/IRA do you use?Can you rollover a sep IRA into self directed?Can you roll your W2 401k into self directed?Anything to watch out for with this process?Thank you!