Clearer communications can reduce rollover mistakes, which often lead to unintentional taxable distributions, penalties, or lapses in retirement assets becoming SDIRAs.Source(s):IRS Notice 2026-13. 2) Deadlines & Key Dates Item Who It Affects Date / Timing Plan administrator safe harbor rollover explanations available Employer plans & rollover participants Effective now (Jan. 2026) Good-faith compliance period for Roth catch-up rules Employer plans Through 2026 (with 2027 broad applicability expected) 2026 traditional & Roth IRA contribution deadlines All IRA owners April 15, 2027 Note: Throughout 2026, IRS bulletins and final publications may refine these dates and procedures as additional guidance is released.3) Alternative Asset SpotlightPrivate Equity–Like Exposures in Self-Directed IRAsWhat this strategy looks like:Investors sometimes seek private equity–style returns inside an SDIRA by using vehicles such as: Regulated Alternative Funds (interval, closed-end funds structured under the Investment Company Act) Business development companies (BDCs) Direct minority equity interests in private companies, through permitted structuresThese exposures are not identical to direct startup investing and carry specific structural and regulatory requirements.

Is she right, or is there a problem with the tax software? 

@Daniel Tanasa hey Daniel, would love to get your info on the software you use from the housing authorities in Houston.

The same way people buy into a CRM software.

A lender who’s used to working with investors, an agent who knows the rental pockets you’re looking at, and eventually a CPA who actually understands real estate and planning ahead (not just someone who plugs numbers into software).

The applicability depends on how knowing and material participation is structured and the taxpayer’s marginal tax bracket.

Just finished the software, I implemented live DNC/TCPA checks for the individual and the phone numbers, you also get bankruptcy filing, if the owner is deceased or not.

https://www.quo.com/blog/voip-call-recording/4) DOCUMENTS: scan everything and save in a cloud-based system, so you can access from your phone.Organize folders by Property -> Unit (if applicable) -> Lease5) IN-PERSON MEETINGS: install a recording app on your phone, that allows downloading, and save in the Document Folder System in #4 above.

If I can't visualize how I'd use the space, propsective applicants will feel the same.Both location and function are so important.

Also I believe your mortgage application and offer process will go much more smoothly if you start looking early and understand the rents, neighborhoods and numbers.Good luck!