Jimmy Carrera
401k- Pension Roll Over to a C-Corp.
Greetings- question in regards to roll overs to C Corp. This is not a ROBS, it more to an established C Corp. My understanding is that there has to be a valuation of the stocks in order to roll over my 401k and Pensi...
Raj G.
Consolidate all 401(k)
Hi, in my career I have worked for many employers, now I want to consolidate all my 401(k) into one Self directed IRA.my concern is do I need to find out by calling all my previous employers about their 401(k) provide...
Kaaren Hall
Maximize Your Retirement Wealth: Guide to Rollovers into Self-Directed IRAs
Embarking on the journey to financial freedom in retirement? This guide you through the ins and outs of rolling over your old employer’s retirement plan into a self-directed Individual Retirement Account (IRA). Thi...
David Orr
My IRA won't rollover my funds into my Solo 401(k)
I have a traditional IRA with SDIRA Services, and I want to rollover all of those funds into my Solo 401(k). The IRA company is giving me a hard time about it because they are expecting a 401(k) company to send them ...
Joe Wood
IRA Transfer new account
Good morning all,Question regarding transferring IRA from one firm, to another. Since the account is a traditional and subject to tax, just wanted to make sure I am able to transfer within 60 days in order to avoid ta...
Matthew Freese
Tax Deduction Rollover Into Next Year
Hi Everyone -I am planning on buying a 2 unit property and renting one of the units to my friend. I am giving him a good deal on it, so the rent will only be a few hundred dollars. I have done a lot of reading on all ...
Kalyan Kumar
Dormant 401k account with previous employer
Hello,
I have a 401K account with my previous employer in fidelity. It has a balance of 80,000. I am not contributing to it from last year , its dormant. It’s invested in “92204E886 VANGUARD TARGET 2045”. I contribut...
Sam Leon
Leveraging funds in 401k how to get up to speed?
When it comes to tax and financial planning I am dumb as a stump!
I always find out about tax consequences too late.
By way of an example, a few years ago I had a substantial amount of fully vested c...
Paul Duran
Tax Professional & solo 401k
Hey y’all, I’m in San Antonio and looking for a tax professional focused on Real Estate. My current CPA is ok, but charges $1000 per tax season and doesn’t really offer any value or advice for real estate. A little ba...
Martin Senn
Self directed IRA
Does anyone have good experience with a company that offers Self Directed IRA accounts? I have an account with Equity Trust but there fees are high ($350/year) and the service is marginal.