Hi Everyone!I am looking at moving my IRA and Roth IRA from mutual fund investments to real estate. I understand to do so, I will need to convert it into a self-directed IRA. Ideally, I would like to use the funds for...

Can I defer income to 2018 where the tax brackets are more favorable than 2017 by doing the following strategy?  I don't want to tie any more money up in tax deferred accounts, but if I make a deposit to my sep-ira or...

Hello everyone,
My wife is turning 59 1/2 yrs old soon. We're planning to buy a rental property using her IRA and old 401k and we're wondering what's the best route to take. We’re just old and confused. Is it better ...

I have been trying to educate myself on the advantages of a Self-directed IRA vs Roth IRA.  My curiosity was peaked when I listened to a Podcast recently about a gentlemen that purchases "investment properties" with h...

Hi all,I am planning to invest into Real Estate from SDIRA LLC or Solo 401k LLC. I as of now have a SDIRA. This year and next year I am getting self-employment income on 1099. I like to contribute as much as I can tax...

Hi Everyone,If you invest in a syndication using funds from your self directed traditional IRA can you take advantage of bonus depreciation to offset any taxable gains when you withdraw or convert to a Roth IRA? Thank...

So, I've been searching for how I get my current investments into a Solo 401k.  After doing some digging I found that I cannot roll my current ROTH into a solo 401k.  I believe I can roll it into a traditional IRA whi...

Is there a Roth option for checkbook IRA?

If I rollover 100% of funds from a tradition IRA (both contributions and earnings) into a checkbook IRA, Can I buy a RE property with my checkbook IRA funds regardless if the...

I have a relitive that own's several rentals. He's suggested for some time now to invest in rentals. I have a few years left before I retire and I'm digging into withdrawing some money from an IRA. I'm looking into th...

Years ago when I was a bit more naive in my financial knowledge I opened up a Roth IRA Investement account with Schwab. Over a years I have added little bits of money here and there mostly to play around with the mark...