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Tax Smart Investor Club

959 members • Free

7 contributions to Tax Smart Investor Club
Hello from NYC!
Hello everyone. I'm Michelle - originally from SoCal and living in NYC now. I have an LTR in Anaheim, CA, an MTR in Astoria, NY and working on another MTR in Arverne, NY... if my contractor will ever finish! It's been over a year and such a harrowing ordeal. We're hopefully going to be done in January. Once I get that up and running, I'd love to relax a bit and do some passive activities like PML or syndications. Then once I recover I'm looking to do another big renovation and an ADU. Looking for PML learnings... TIA!
1 like • 11d
I grew up in Queens and I’m a landlord out on Long Island.
401K to IRA
Hello, I have $7800 in my 401K. I quit my job this year and am considering transferring my 401K to an IRA. Am I able to move it to a traditional IRA, and then convert it to a Roth IRA (I.e. backdoor roth IRA)? Or does the backdoor roth IRA not work for 401K conversions?
0 likes • Dec '25
Ana talks about this in her content. I believe that you pay the taxes up front and won’t have to on the back-end. She has a tax client call that’s open to everyone tomorrow. Definitely jump in there and ask. You can find the information in the “Calendar” section.
🚨 Got Tax Questions? We've Got Answers! 🚨
Have questions about your taxes? 🤔 Want to save money and plan smarter? 💸 Join Ana LIVE tomorrow for The Tax Boss Office Hours! She’ll answer your questions, share tips, and help you navigate taxes like a pro. 📅 When: November 12, 11 AM CST 📍 Where: Zoom (Link Here!) 💡 Don’t miss this chance to get clarity, save money, and feel confident about your taxes. See you there!
2 likes • Nov '25
I’ll be there!
Hard money vs. Private lending
Today's call focused on the differences between these two. Feel free to fast forward to the last 10 minutes of the call. In short: - Hard money lenders are companies that pool their $ together, and they vet the flippers and the deals. less risky than private, in my opinion. On average, about 10% return on your investment. Here is my screenshot of me investing my self-directed IRA with a reputable hard money lender company. If you are interested in an introduction ( this isn't paid), it's to help you. Let me know. https://mach1capital.net/
Hard money vs. Private lending
0 likes • Nov '25
I would like an introduction. My fiduciary does not have a private lender or hard money lender for me to invest with.
Private Lending
Hello! I will be drawing some equity next week and I’m looking for private lending information that @Ana Klein, CPA speaks about. Any assistance would be greatly appreciated.
0 likes • Jul '25
@Ana Klein, CPA I would like to start to look into it more seriously. I’ve seen your content regarding it and have a basic understanding.
0 likes • Aug '25
@Ana Klein, CPA any financial companies that you recommend using?
1-7 of 7
Jorge Riveros
1
1point to level up
@jorge-riveros-4109
USMC Veteran, Entrepreneur, and Mentor.

Active 11d ago
Joined Jan 31, 2025
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