I just got a reliable recommendation (from Schwab broker) to use Millennium Trust, mtrustcompany.com, as the custodian for a self-directed IRA, and saw them on the list in this forum. Does anyone have experience with ...

Me and my wife have a dual income, we are in our mid 40s, and have been maxing out our 401k contributions primarily to reduce our taxable income. Is it possible to roll over pretax income into real estate properties t...

Hello BP community! I have recently switched jobs and have accumulated $88K in my 401K. I am looking to invest these funds in real estate instead of keeping it in mutual funds, bonds, etc. My plan is to roll it over i...

My wife has around $30,000 in separate retirement accounts from 2 previous employers. She would like to combine these and roll it over into something self-directed so that it can be invested in RE. Since we expect it ...

My mom wants me to help her roll her 401k into a self directed retirement fund to purchase rental property. She will be 70 next year and wants to do this before she is required at 70.5 to start taking distributions fr...

Hi All,Is it possible to Rollover a pension payout to a real estate investment account tax-free?Any direction on this would be greatly appreciated!Thanks,Stephen

hey forum, thank you for reading and helping me out, here are my 2 questions.
1. If i am doing a house hack, by living in one room in a house and rent out the other rooms to tenants, can i still deduct deappreciation...

So, I used a line of credit to buy my first rental property which is a duplex.  I'd like to just stick with this one property for at least 6 months but want to buy another one once I feel more comfortable with the who...

Can I, without incurring tax penalties, rollover my 401k to an ira brokerage account, and then in the future, switch to a self directed ira so that I may invest in real estate.

Hi All!!
Looking for help on how to and recommendations on self-directed retirement account custodians.
I have roughly $230K in a rollover IRA and $30K in a Roth IRA with Fidelity both from a job i had earlier this ...