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Tax, SDIRAs & Cost Segregation

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Ben S.
  • Houston, TX
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Pulling money out of Roth 401k to invest in RE?

Ben S.
  • Houston, TX
Posted May 20 2017, 14:43

Hi all,

I am a newer member on BP and this is my first post. I am looking for thoughts on whether I should pull money out of my Roth401k from work to invest in RE? I know typical tax advisors etc would tell me no way but looking for some alternative thoughts or recommendation of a tax advisor locally that I could consult with on this.

A few points-

1. Not that much money - 8500 dollars

2. Not much is earnings- 10% gross return over last 3 years~ 800 bucks of earnings

3. Have a lot more money in my pretax 401k I was planning to leave put, if possible to liquidate just roth account with my current company

Cheers,

Ben

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