Hello,I want to invest retirement funds for down payments on CT multi-famiIy homes (and single family if finances make sense) for the purpose of passive rental income. I plan on also using non-recourse financing so I ...

I plan on using a portion of my 401k (50,000) as a down payment on my first property. I can't take a loan or hardship because this is from a previous employer. And my current job doesn't accept rollovers. I know I wil...

If you convert a rollover IRA to a Roth before April 15 which tax year is affected? Do you have a choice? Would like to be done with taxes to do tax planning and eventually move traditional into Roth on low income years.

Hi BP nation!Newbie investor here.I've been saving money in my retirement accounts (roth IRA, traditional IRA, rollover 401k) through Vanguard. I've done some research on self-directed IRAs and was hoping to open a SD...

So I won this bidding war by offering cash, but I don't really have enough to close, so I'm borrowing from the IRA to do the deal. I wanted this house because it's right up the street from elderly mother-in-law. Now, ...

My kids have lived in their house for a year and are now looking to sell. I thought if they put the profit of their current home rolled over into their next, more expensive home, they wouldn't have to pay taxes. ...

I have recently noticed a few articles posted on mainstream sites such as marketwatch about back door Roth IRA. I am in a situation where I would like to put more that the maximum for my Roth. I am 33 years old a...

I'm brand new.  Just starting to learn.  Has anyone used Rollovers for Business Start-ups (ROBS), also known as 401(k) business financing, to get money from your 401K or IRA to fund your new business venture in real e...

This is my first post here. I'm currently learning everything that I can to start accumulating my own wealth in RE investment, however this post isn't about me.

Let's say that "John" (age 63) has $1,400,000 ...