I heard Ana mention she uses a 3rd party to convert 401k to self directed IRA in a YouTube video, but I couldn't find the link for them. Does anyone know? Here is the video where she mentions it - https://www.youtube.com/watch?v=daca5dB9eKU
@Michelle Collantes If youâre looking to roll a 401(k) into a selfâdirected Roth IRA, using a specialised custodian is key. They donât give advice but make it possible to hold alternative investments safely. Itâs worth checking which assets they allow and the fees, as that can really affect your strategy. By the way, are you thinking of converting to Roth before or after the rollover?
Hello everyone! I am going down the path of doing a small business acquisition and I am looking for financing options that are not SBA loans in the $2M-10M range. If you know of any lenders who lend in this space, I would love a referral! Thank you in advance!
Outside of SBA loans, some options could include bank term loans, private business lenders, or seller financing depending on the deal structure. By the way, what kind of business are you looking to acquire and whatâs your ideal timeline for closing? @Pearl Gupta
Guys, I see people with the wrong LLCs all the time. This can cause two things: 1. Overpaying in taxes or filing fees 2. No protection of liability Different LLCs are needed for different businesses. Give me 8 minutes I'll show you what LLC you need for different businesses.
Choosing the right LLC isnât just a formality, it impacts taxes, liability, and even how you scale. Looking forward to seeing your breakdown! @Ana Klein, CPA