
3 September 2025 | 7 replies
You'd want to match the form 8582 for MA against the k-1.additionally, with that level of loss, it may Be burdensome to file.

2 September 2025 | 12 replies
If K-1 reports activity separately, you can report them separately.

19 August 2025 | 2 replies
President Trump's new executive order could mark a major shift in how Americans plan for retirement by allowing 401(k) investments in alternative assets such as commercial real estate, private equity, and cryptocurrencies.

2 September 2025 | 2 replies
While you may not be buying "that deal", it will show them the type of deals you are looking at, and allow you to display your business plan, risk mitigations, and potential returns you are targeting for your investors.

15 August 2025 | 3 replies
Now, with this order, retirement savers could put their 401(k) money into these types of investments without fully understanding the risks, which raises the potential for significant losses and legal liability for sponsors.

4 September 2025 | 5 replies
The issue here is that if the broker you are dealing with does not have a license (you can tell by whether their NMLS number is displayed or not) to originate anything but a DSCR loan, what product do you think you will be sold?

16 September 2025 | 6 replies
I am considering the following options: contributing to a 401(k), paying down high-interest debt, funding an HSA, and making a backdoor Roth contribution.Thank you.Best,Zeni KharelWhile there are some universals, everyone’s circumstances are different.

15 August 2025 | 4 replies
We like investing in real estate more than 401(k)s.Both offer tax deferrals, but here's the difference:If you're making pre-tax contributions to your 401(k), then withdrawals = ordinary income tax.With real estate gains, you're paying capital gains tax (which is typically lower).Plus, RE investors get:1.

4 September 2025 | 3 replies
Quote from @Jon K.: As the title says, I'm considering investing in the same debt fund using both personal funds and SDIRA funds.

12 September 2025 | 2 replies
Net $20+K per month in rental income a month and not only have a very nice home but have a nicer vacation home.