I'm looking to invest in MF through some crowdfunding platforms. I want to take some dollars out of my IRA to do so (not doing this in a SDIRA, I have a debt investment through that). I was wondering if the tax benefi...

I currently have two long term rentals and am looking into buying into the short term rental arena.  I know there are penalties and tax implications but wanted some advice on cashing out Roth IRA or IRA to buy investm...

Hello All, I'm in Texas and I'm looking to pull some equity out of a rental property.  What type of loan should I be looking at?Home value $285k, rents for $3,000/mo.  No mortgage on the property.  Looking for $175k- ...

Hello everone,Can I use My IRA/401K as an down payment, if so how much is allowed and are there penalties involved.

Hello all.As I was preparing my tax returns, I realized my 2019 AGI exceeds the IRS income limits for full contributions to a Roth IRA, which carries a 6% penalty for every year the excess along with its corresponding...

I used a Rollover for Business Startup (ROBS) to start my REI business a few years ago, rolling over 401k funds. I fell behind due to personal/health issues in filing the 5500 (3+ years) but my business also did not m...

Hello - I will send a rental property this year. LT gain expected of about $200k. My wife and I are above $150k AGI. 
Can one please explain to me how to avoid underpayment penalty? I am confused with “quarterly esti...

Hi all, I've been perusing the forums but haven't really found the answer I'm looking for.

I just signed a contract to buy a house yesterday. My preference is to keep it- I'm a buy and hold guy. But that ...

The money I used to start the IRA was post-tax and the value of the IRA is less than what I invested. I was thinking of waiting for it to even out, or close to it, and re-invest the money somewhere else. Are there pen...

Hello. Is there a way to utilize part of my Traditional IRA funds as a down payment on a SFH investment property without being penalized?