William Collins
2017 Goals and progress made from 4/2015 startting
Here is an accountability entry for progress towards my goals. My goal is to try to get to the point I have fully augmented my day job salary through either A) Breweries (as I love beer and own 20% of one now), or B)...
Gabe Bouldien
401k to Self Directed IRA
Hey BP, I work a traditional 9-5 and I have a pretty healthy 401k. I stumbled upon the SDIRA while researching different financial vehicles and now I’m curious. Ideally I would like my 401k to be a pass through accoun...
Hjiorst Fjioords
Converting Roth Solo 401k to Self-Directed Roth Solo 401k?
We will be setting up a Self-directed Solo 401(k), which is similar to but significantly different in subtle ways from a Self-directed IRA, and use it to buy our second investment property. Have you heard of these tw...
David Hess
Cash out refinance lending question
I have got some conflicting information about whether we can do a cash out refinance in our situation and am seeking clarification.Here are the details.Our primary residence is in San Jose, Santa Clara County were the...
Ghazi Shehayber
Deal Analysis Help
Hi there. I'm at the point where I am starting to attempt to analyze deals, but I am finding it a bit confusing. I've been trying to use the Rental calculator as well as the BRRRR calculator provided in the tools, but...
Ian Dikhtiar
Tenant welcome packages
What do you think of giving your tenants a welcome package?
Donald S.
50k SDIRA or Solo-401k, ideals on which and what strategy?
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...
Aaron Simpkins
Vested Roth 401k questions
BP CPA's, I have a question. I have a fully vested Roth 401K from a place I no longer work at. I want to leverage this Roth into my real estate investments but I am still unsure of how to fully take advantage of tha...
Jim M.
Self directed IRA/Solo 401k providers
Here is my situation: I currently have a decent chunk of money in a few accounts from a former employer's retirement program. They are 401a and 403b's. The current custodian is TIAA. I have not worked for this empl...
Account Closed
Advice Needed : I'm taking over an Duplex with existing tenants
Advice Needed: I'm taking over a duplex with existing tenants. I have a few questions. Hopefully, you all can help me out.I have an offer on a duplex with existing tenants that’s going through the diligence period.The...