Happy Sunday BP community!  I am currently working towards my first small, multi-family investment (5-10 units) and would like to use a Self-Directed IRA for this first property.  As I compare fee schedules between se...

I wish to start an IRA LLC with two bank accounts.  One with pre-tax funds from a 401k roll-over and the other with post-tax funds from a ROTH IRA.  Does the IRS require two separate LLC's to manage the pre and post t...

  The way I see it, there are basically two ways to use an IRA to finance investments:1) Have the IRA "buy" the property and ALL income and expenses are paid to/from the IRA. If financing is used in the purchase of t...

I am looking into the possibility of transferring funds from my existing Roth IRA (at a discount brokerage firm) to a self-directed Roth IRA in order to purchase Cacao Farm parcels in Belize as part of the Belize Caca...

When is it appropriate to report the 12/31 value for self-directed retirement accounts?

Obviously with traditional types of retirement accounts there’s an actual market value at close of market on 12/31. What abou...

We are looking to open a self directed 401K to invest in more real estate.  There has been lots of posts on BP about the benefits and how to set it up.  However, we are looking for information on what happens after yo...

My wife & I currently have an owner K thru Edward Jones, It has awesome potential for investment & Tax shelter, Together we are able to deposit $102,000 p/year in an IRA or $35,000 in a Roth & $67,000 i...

I’m looking at rolling over my 401K into either a Solo 401K or SDI.  I’ve researched the pros and cons of each.  My lean is Solo 401K because I have a small business.  I also plan to buy real estate with it using leve...

If I were to acquire a rental property with my self directed IRA, would I be able to refinance that property and purchase another under my business entity and not under the self directed IRA? 

Hey BP, So I'm looking into how to lend on deals and fund my own deals with my IRA.  Currently my IRA is under JP Morgan.  I called them and asked the naive question of how can I fund real estate investments using my ...