James Stewart
Solo 401K checkbook - Local bank vs Fidelity brokerage
I'm in the process of rolling over my existing 401k from an old employer into a new solo 401k through sense financial. The solo 401k trust is paid for and created but I need to complete the rollover. I have the option...
Malik Sesay
Taking money from 401k
401kHow can I go about finding the % penalty for taking money from 401k for real estate investment?
Derrick Camber
W2 Server with a 401(k) transitioning...
Hi Everyone,I was reading Amanda Han's great tax strategy book and was thinking along the lines of the Solo 401(k) to put my money to get a tax deduction and use to fund deals. I am currently a W2 Wage Earner in So C...
Loc R.
Clarification of Self-Directed IRAs/401(k)s
There's a lot of vague information out there...I'd like to post this in an attempt to generate some answers that everyone can ultimately reference.
(Assuming you're under 50 years of age)
Roth IRA
Income (AGI) limit...
Brendan Ferguson
Creative Financing Help
Hey everyone,
I have potential off market deal from a friend of mine. It is 2 unit building that has potential for a 3rd unit as well. I am thinking that if we could come up with some sort creative financing contrac...
Yong Lai
bought a house but found the construction permit is missing
Hi all,I bought a house in Dec 2021. The house is a new build and close to Dallas downtown. Now I am trying to install solar panels on the roof and find out that the construction permit for the house wasn't completed....
Brian Henderson
401k and Roth IRA to buy rentals
Hey everyone, I'm trying to see if anyone could help me figure out if I'm able to use my 401k and Roth IRA to buy rental properties. I've tried to google these topics but didn't get much information. I'm 24 and have a...
Kenneth LaVoie
fixed rate mortgages for apartments
I am looking for fixed rate mortgages under 6% fixed rate for 9 buildings totaling 17 units. I now have 5% / 20 yeaer/ 25% dp / 3 yeaer ARMs. I'd like to lock in, even if it means some closing costs. I keep hitting d...
Bruce Scannell
Has anyone used IRA Resources Inc in San Diego for their SDIRA?
I am looking to set up a self directed IRA, and I've done quite a bit of reading on bigger pockets about it. I understand their is some risk, but I do like the additional investment options. I am trying to find a repu...
David Chance
Self Directed IRA - checkbook control or not?
Looking to see what type of SDIrA others who invest in notes are using --> checkbook or custodian. I don't like all of the custodian fees, but I think it is safer (with regards to the IRS) than the checkbook.I'm ...