Dimitri Antonopoulos
Commission Rollover into down payment
Agents are allowed to represent themselves when buying a property, and use their commission as a downpayment. How does that work when an agent is represented by a brokerage, aren't they suppose to split the commissio...
Craig Nairn
New Self-Directed Rollover IRA
I am relatively new to BP. This is my first post, but I have been listening to the podcasts and have already read several books. I am a physician and have recently terminated my solo practice 401K plan as the fees w...
Himavant Kurnala
401k in service alternate rollover
I came across this company which facilitated in service alternate rollover. https://inservicealternaterollover.com/about-us/contact-us/
This company facilitates 401k roll over while I am still employed with the emplo...
Jordan Tenjeras
Rollover IRA Promissory Note Terms
I've developed somewhat of a relationship with another real estate investor with whom I've lent money from my IRA. I'm now looking at providing funds on a 1-year basis for some deals which will be mostly wholesale bu...
Crystal Smith
Roll over non-qualified Annuity
We have a new client/investor that recently received a non-qualified Annuity from her mother's estate. The ROI from the annuity is less than 5%. She wants to cash out, while minimizing/avoiding taxes & invest in...
Zach Schmid
IRA to Solo 401k Rollover
Hey Guys! The BP Podcast with Amanda Han on taxes last month really got the gears turning in my head. For anyone who hasn't listed to it yet... it's a great one! Episode 162 Now onto my question.. I have a traditional...
Addam Driver
ROBS - Rollover for business startups
Has anyone used ROBS to start their business? Sounds like a good way to get access to cash and invest in real estate. Even get partners to invest and get shares. Love to hear your thoughts. I'm considering doing t...
Account Closed
Can I roll a SDIRA funds BACK into my 401(k) in the same year?
Earlier this year, I setup an SDIRA and rolled a portion of my previous employer's 401(k) into it. Now, I'd like to roll a portion of that initial portion back to the 401(k). I've confirmed that I am able to do this, ...
Account Closed
looking for a loan
I have a client that is looking for a $10,000 personal loan for less than 60 days.He has a pension distribution that will pay back th loan but those funds will not be available until July 13th. Any ideas other than t...
Account Closed
403(b) to Self Directed IRA
Hi,
Does anyone here have experience rolling over funds from their 403(b) retirement account into a self-directed IRA?
Thank you