Wesley Myers
Offering Netflix (or any others) for free??
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...
S Harper
What type of account do you use to hold security deposits?
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...
Greg K.
Self-Directed Solo 401K Setup Question
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 ...
Avril Ann
Workaround for no checkbook control on Solo 401k ROTH sub-account
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...
Sierra Williams
Accounting Software for Property Management
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...
Christopher Romeo
Using 401K to invest in RE
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...
Kassandra Shoemaker
Robo-advised Roth IRA or Self Directed??
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 ...
David Carroll
IRA - To keep or not to keep
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...
Stacy Fernandez
Old Retirement Account - What should I do?
Hello Friends!Just looking for some advice on an old retirement account and how to start a new one.I have been self-employed for about a year and half now and putting off moving my old retirement account. At my previo...
Cora Gilmore
Tax info from a Property Manager
What do your property managers provide to you for your taxes if anything or you you keep your own spread sheet?ThanksCora