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Updated over 3 years ago on . Most recent reply

Verenna Huerta's profile image
Verenna Huerta's profile image
Verenna Huerta
  • New to Real Estate
  • from San Diego, CA
  • Member since Apr 12, 2020
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9
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Verenna Huerta's profile image
Verenna Huerta's profile image
Verenna Huerta
  • New to Real Estate
  • from San Diego, CA
  • Member since Apr 12, 2020
Connect
Verenna Huerta
  • New to Real Estate
  • San Diego, CA
5
Votes |
9
Posts
Starting Out

Pension Plan Money for REI

Verenna Huerta
  • New to Real Estate
  • San Diego, CA
Posted

Hi BP Community!

I have a defined benefit pension plan from a previous employer with about 11k and I want to set aside that money for REI. I have a Roth IRA that I could roll it over to and keep the remaining 5k but want to see what other options you guys might suggest. I know I can take out the lump sum and be subject to the tax penalty for early withdrawal. Any help or resources greatly appreciated!

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