Mike Reynolds
In laymens terms please
I have a question that I cant seem to get answered just right from my broker. A search has turned up nada here too. Lets say I make 50k/year and have an IRA also at 50k just to keep it simple. If I do nothing I pay ta...
Jason Piccolo
Self Directed IRA Investment Funds
Does anyone know if there is a way to combine the Roth IRA, traditional IRA and rollover IRA money from my fidelity retirement account to invest in a single multifamily commercial deal. I know the IRS has these as sep...
William Bray
The power of a self directed IRA
With 2 Trillion dollars locked up in traditional IRAs imagine if that was unleashed in self directed IRAs that can hold real estate!
Jason Thomas
Do I understand the Roth IRA correctly? What am I missing?
I'm exploring my options to roll over a 401k from an old employer and want to make sure I am understanding the basics here. I realize that I'll need more specific and detailed advice from my own advisor, but the exper...
Matthew J.
Qualified Joint Venture and solo 401k contribution
I have a full time job 9-5 where I contribute to 401k in full and Traditional IRA around 1,000 due to income limitationsI also have a side job (Sole Prop) where net income will be close to 50K in 2018. I am planning t...
Mary Jay
How to transfer RE into Roth
Hi guys, I might be confusing something...But if I understood correctly, it is possible to transfer from IRa that contains real estate into Roth that will contain real estate?Is that true? Or I misunderstood? What kin...
Nicole P.
SD IRA & Rollover IRA
What is the difference between a self-directed IRA and a rollover IRA account?I currently have a rollover IRA account. Can I invest in real estate directly with this account?
Andrey Y.
Thoughts on traditional vs Roth SDIRA and 401k?
What are your folks thought on this? I'm someone that wants my portfolio to be primarily RE, but I stuggle in how to allocate funds between Roth and traditional IRAs, SDIRA, and 401k. I have normally done Roth IRAs on...
Gabriel C.
Custodian recommendation for Roth Ira investing in LLC
In Podcast #211, Bob mentioned using his Roth to invest in his LLC. I've heard of doing this with a self-directed brokerage for a 401k/IRA and now I'm more curious about pursuing this because of money in a Roth. I'm c...
Ken Badziak
recharacterizing ira tax implications
Perhaps a CPA here can answer this question; I asked mine, and he didn't know as I was the first to pose this question to him. He offered to research it, but that costs me money that I don't have now...Earlier this ye...