Hello, I hope this message finds you well. I am reaching out to you because I am in need of assistance with setting up my QuickBooks system for buying and managing properties in GA.
As you may know, managing properti...

As mentioned in another post, I am doing my research about opening a self-directed Solo 401k.  Sunwest Trust was mentioned here on Bigger Pockets as a no-frills option.  I contacted them and ended up with another ques...

Wondering if you offer Netflix (or any other streaming service) for free or do you just have it available to the renter? We thought about leaving our TV’s logged into our accounts for the free service as an added perk...

The small business banker who initially set up the zero interest bank account for me said that he put restrictions on the account that won't allow for withdrawals on the funds sitting there. He has since left the comp...

Hello,Pardon me if these topics have already been covered exhaustively but I'm having some trouble finding answers to my questions online.  I already have a solo 401k that I set up years ago as a sole proprietor with ...

I have a Solo 401K with checkbook control for the master account. But my custodian does not allow checkbook control on designated ROTH sub-accounts. I’d like to convert funds from the master 401K account to the ROTH s...

Hello, I'm looking for recommendations for accounting software I can use for my property management business. I exclusively manage STR & MTR that are managed through Hostaway. I'm looking just for an accounting so...

Does anyone have any insight on the transfer of a 401K from a previous job to use as a down payment on a RE investment?  Is it possible to transfer it to a Self Directed IRA and use that on a possible House Hack or Fl...

I am 20 years old and I want to dip my toes into investing. I want to start with a Roth IRA because that fits my income and plans for right now. I have narrowed it down to using Fidelity, but I am not sure if I would ...

I have both a traditional Ira and a Roth IRA. I’m trying to decide if I should roll them into a self directed Ira or a solo 401k or even taking the hit, paying the taxes and pulling it all out. The reason is to invest...