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4 contributions to Tax Smart Investor Club
3rd party for self directed Roth IRA?
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
2 likes ‱ Mar 12
@Michelle Collantes If you’re looking to roll a 401(k) into a self‑directed Roth IRA, using a specialised custodian is key. They don’t give advice but make it possible to hold alternative investments safely. It’s 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?
Lender Referrals
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!
1 like ‱ Mar 12
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 what’s your ideal timeline for closing? @Pearl Gupta
Are you confused about what Type of LLC you should have?
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.
1 like ‱ Mar 12
Choosing the right LLC isn’t just a formality, it impacts taxes, liability, and even how you scale. Looking forward to seeing your breakdown! @Ana Klein, CPA
Hello, I'm new here...
Hi everyone, I’m Helen Morgan from the United Kingdom 🇬🇧. I’m really happy to be here and look forward to learning from all of you.
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Helen Morgan
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3points to level up
@helen-morgan-9676
Intentional growth... Relentless development

Active 1h ago
Joined Mar 11, 2026
United Kingdom
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