If nothing else, I am sick of paying the quarterly fee to my SD IRA for an asset that might go to zero. do you think you will get bought out realistically .. is the company sitting on cash to allow them to do this ?  

Would you recommend, or would you go with a different company? 

There's really no point in having a title company do a full report if a quick look tells us it won't close.

I easily keep everything organized in excel without having to pay over $1000 per year for QuickBooks.I have one business bank account (for Non-IRA owned properties) but everything is categorized per property in Excel.My CPA says every year I am one of his most organized clients.

Curious what you all think.As a side note, the bulk of our net worth is currently in real estate with about $550k in Roth IRAs.

We are taking over a property in Reunion resort (6br) and are looking for turnkey short term rental manager for the property. I tried to reach to a few people who were recommended on BP but yet to hear back, so figure...

I regret ever working with this company and strongly advise others to stay away.Why is it not done.

Some people use their 401(k), IRA, Pension, TSP, RRSP to invest.

Thinking of doing this as a “reset”, and then going forward in 2026, start doing some of the things (financially) I should have been doing.I want to max out Roth IRAs for my wife and I, contribute to 529s for the kids, and if there is excess money beyond that, go the brokerage route. 

You need a new (more honest) HVAC company.