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Tax, SDIRAs & Cost Segregation

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Aaron T.
Pro Member
  • Developer
  • Aguada, PR
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878
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solo and Self Directed advise

Aaron T.
Pro Member
  • Developer
  • Aguada, PR
Posted Jul 8 2019, 13:43

Before the end of the year I would like to move my IRAs and TSP out of the stock market. I am looking for some advice/guidance on the best strategy to make this happen.

here is the run down

- Currently invested in TSP (government) and Roth IRA, but want to pull it all out before the end of the year.

- Wife works for herself and has Roth IRA, I am thinking a Solo 401k would be a good fit.

Goals: to invest in real estate, particular in short term rentals, as well as lend money to other investors. 

any good guidance or references I can read/talk to? I was starting to read through the QRP book from Damion Lupo, but realized he is just selling a Solo 401k. although its still good information.

please give me any good bad or ugly.

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