With $6M+ in equity, you have options that don’t require giving up control or jumping through SBA hoops.Let’s connect—I can walk you through a few private funding strategies, equity rollovers, and even a tax-advantaged way to structure the next acquisition so you’re not just getting funding, but keeping more of what you make.Feel free to message me or text me directly if you're open to a quick 15-minute strategy call.

No more fluff webinars and rollover investments.

I even help people with regular retirement accounts like IRA/Roth IRA and 401Ks rollover to a SDIRA account. 

Based on the wording above, it appears as though that 17% is applied to the appreciation, not the total sale price,...which is even better.On top of that, if these funds are used for investment purposes, and you treat them as "rollover" cash, as in repeated use, this could almost be a free loan. 

@Philip Barr just as important benefit and advantage for a Solo 401k is the ability to roll over old IRAs and old 401k plans to a Solo401k .

I know it’s easy for me to say, but don’t roll over on this, Raquel.

Like you said, I am probably underestimating the learning curve.I am a little older and already have a coast FI amount in a rollover IRA.

I started my self directed 401k in 2024, with a rollover from a defined benefit plan.  

Has anyone used Rollovers for Business Start-ups (ROBS), also known as 401(k) business financing, to get money from your 401K or IRA to fund your new business venture in real estate investing? 

@Fred Robertson Unfortunately, you can’t roll over funds from an inherited IRA into your own existing IRA unless you’re the spouse of the original account holder.If you're a non-spouse beneficiary, IRS rules do not allow 60-day rollovers from an inherited IRA into another IRA.