Investing in Real Estate via Solo401K

[baulahaMD]

While investing in real estate syndication through your solo 401k, are you considered a Trust ? Employee Benefit Plan? Or Individual Retirement Accou...

[baulahaMD]

I understand the WCI FYFA course. Its reasonably priced and likely will help a lot of people get the basic financial principles correct. I am talking...

[baulahaMD]

Thank you. But will this prevent me from opening a solo 401k since the nanny counts as a full time employee?

[baulahaMD]

I have an old 403 b with a previous employer. Currently in a W2 job with minimal 1099 income on the side. Want to use funds from old 403b to invest in...

[baulahaMD]

when i applied through the IRS, I chose sole proprietor. I do have an EIN that was generated by the payroll company when I hired our Nanny. Could it be...

[baulahaMD]

There seems to be an explosion of life coaches, financial gurus, real estate gurus. And everybody is selling a course, a closed facebook group. What the...

[baulahaMD]

I have an old 403b with a previous employer. I am currently a w2 employee with some side 1099 income. I was hoping to move the previous account into a...

[baulahaMD]

In my Vanguard Brokerage Account, I basically have VTSAX and VTIAX shares. I don't have any lots to TLH on the VTSAX as I haven't made any recent purchases....

[baulahaMD]

just did a complimentary analysis from personal capital. They are really into sector weighting and against broad based index funds. They want to transfer...

[baulahaMD]

After completing the back door ROTH conversion, I see a balance of 3.05 on the money market fund( settlement fund). What can I do about that? This year...

[baulahaMD]

On 6.25.18, I sold some lots from VTIAX to VFWAX to do some Tax Lot Harvesting. Considering how much the market has gone down again, can i Sell my VFWAX...

[baulahaMD]

Have any of y'all listened to the wealth formula podcast? Seems to be heavily focused on real estate. Thoughts?

[baulahaMD]

For someone with a 20 year plus investing horizon, if the strategy is to buy and hold( actually buy more when there is a major correction) and the assumption...

[baulahaMD]

The rollover is allowed. How would they calculate tax on the growth since it is a combined 401 with employer contribution match and employee post tax...

[baulahaMD]

I have a 401 A where I am making a post tax contribution. I have come to realize that you can take your post tax contribution every year and roll it into...

[baulahaMD]

So, just to make sure I am getting this right, the 403 b annual contribution limit of 18,000 shouldn't be considered into the 54K annual addition li...

[baulahaMD]

Current employer has: 403b to which I am contributing the maximum annual limit They also have a 457b towards which I plan to contribute the maximum ann...

[baulahaMD]

that is where I was leaning towards too. when it comes to International vs domestic, what are u leaning towards ( 80 domestic/20 international or 70/30)....

[baulahaMD]

thank you. would vanguard Total stock market index considered a tax efficient fund or would I need to consider some of the tax managed funds like VTM...

[baulahaMD]

Currently, contributing maximum to tax deferred retirement accounts 403b and 457b. No HSA available. Did do the backdoor Roth IRA. All the tax deferred...

[baulahaMD]

I recently did a backdoor Roth IRA. While trying to do the same for my spouse, I realized that we have two CD IRAs under her name. One of them matures...