Investment Issues (Including Self-Directed)

560 topics in this forum

1. Is oil well income unrelated business income?

   By Flyboyjohn, September 9, 2014
   • 10 replies
   • 2.7k views
   • 
   • GMK
   • January 7, 2015

2. Return of investment "re-pricing" losses - how to allocate?

   By t.haley, July 3, 2014
   • 3 replies
   • 1.3k views
   • 
   • BG5150
   • July 7, 2014

3. Stock option in qualified plan

   By Guest Deflector, June 6, 2014
   • 3 replies
   • 1.6k views
   • 
   • RayJJohnsonJr
   • July 15, 2014

4. Terminating a plan with a farm as an asset?

   By Lori H, June 4, 2014
   • 7 replies
   • 1.5k views
   • 
   • My 2 cents
   • June 6, 2014

5. Can A Qualified Plan Invest in Foreign Real Estate?

   By Dougsbpc, May 29, 2014
   • 4 replies
   • 1.9k views
   • 
   • Flyboyjohn
   • May 29, 2014

6. UBIT question-foreign corp..

   By Draper55, May 27, 2014
   • 0 replies
   • 1.1k views
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   • Draper55
   • May 27, 2014

7. dividends received after participant is paid out

   By k man, April 1, 2014
   • 4 replies
   • 2.9k views
   • 
   • My 2 cents
   • April 1, 2014

8. Mortgage to Participant

   By cathyw, February 12, 2014
   • 2 replies
   • 1.6k views
   • 
   • cathyw
   • February 12, 2014

9. Prohibited transaction question

   By CassandraS, January 17, 2014
   • 3 replies
   • 2k views
   • 
   • QDROphile
   • January 7, 2015

10. The New Jersey Supplemental Annuity Collective Trust (SACT)

    By joel, December 5, 2013
    • 4 replies
    • 2.8k views
    • 
    • joel
    • December 8, 2013

11. Paying individual advice fees from that participant's assets

    By Guest CitationSquirrel, November 25, 2013
    • 8 replies
    • 2.8k views
    • 
    • BG5150
    • May 1, 2014

12. QDIA Notice

    By Guest JM123, July 29, 2013   

    • asset allocation models
    • 0 replies
    • 4.4k views
    • 
    • Guest
    • July 29, 2013

13. Prohibited transaction re: Trustee of mutual fund

    By Bill Presson, June 19, 2013
    • 3 replies
    • 1.6k views
    • 
    • Bill Presson
    • June 20, 2013

14. Converting To Self-Directed Solo 401K

    By Guest cloud9, June 9, 2013
    • 3 replies
    • 1.7k views
    • 
    • K2retire
    • June 21, 2013

15. Frozen MPP plan....adding new investments.

    By Lori H, June 3, 2013
    • 5 replies
    • 2.6k views
    • 
    • Lori H
    • June 4, 2013

16. Self Directed --> Trustee Directed

    By RestAssured, April 11, 2013   

    • self directed
    • trustee directed
    • (and 2 more)

      Tagged with:

      • self directed
      • trustee directed
      • change
      • black out
    • 1 reply
    • 1.9k views
    • 
    • Jim Chad
    • April 11, 2013

17. self directed brokerage (high net worth investments)

    By k man, February 26, 2013
    • 4 replies
    • 2.5k views
    • 
    • John G
    • March 14, 2013

18. IRA-Only Hedge Fund Investments....Plan Assets?

    By Christine Roberts, February 19, 2013
    • 4 replies
    • 3.7k views
    • 
    • jpod
    • February 25, 2013

19. Prohibited Transaction, yea or nay?

    By Doghouse, February 11, 2013
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • February 13, 2013

20. Alternative investment valuation

    By Bird, February 4, 2013
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • February 19, 2013

21. Investment Firm Refuses To Correct 1099-DIV

    By mming, February 2, 2013
    • 9 replies
    • 4k views
    • 
    • WDIK
    • February 14, 2013

22. "pink sheet" investments

    By Belgarath, November 28, 2012
    • 5 replies
    • 2.3k views
    • 
    • Belgarath
    • December 6, 2012

23. Alerus Retirement Plans

    By HarleyBabe, November 12, 2012
    • 1 reply
    • 1.7k views
    • 
    • GMK
    • November 12, 2012

24. one time election to investment in property

    By SheilaD, October 18, 2012
    • 0 replies
    • 1.2k views
    • 
    • SheilaD
    • October 18, 2012

25. Recovering withheld earnings

    By Bird, September 28, 2012
    • 3 replies
    • 1.4k views
    • 
    • Bird
    • September 28, 2012

26. 401k Fees -Working?

    By goldtpa, September 21, 2012
    • 4 replies
    • 1.3k views
    • 
    • GMK
    • September 21, 2012

27. 1 man Plan Prohibited Transaction?

    By LangLangTPA, September 10, 2012
    • 1 reply
    • 1.3k views
    • 
    • RestAssured
    • January 30, 2013

28. no adviser wanted

    By gregburst, August 30, 2012
    • 13 replies
    • 2.2k views
    • 
    • david rigby
    • September 4, 2012

29. company shares as investment

    By Guest nipa1, August 16, 2012
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 16, 2012

30. plan investment

    By Guest nipa1, August 16, 2012
    • 1 reply
    • 1.3k views
    • 
    • mming
    • August 20, 2012

31. Investment Advice Under 2550.408(g)-1

    By EPCRSGuru, August 13, 2012
    • 0 replies
    • 1.5k views
    • 
    • EPCRSGuru
    • August 13, 2012

32. Self-Directed, sort of

    By gregburst, August 7, 2012
    • 3 replies
    • 1.4k views
    • 
    • Doghouse
    • August 8, 2012

33. Data for 404a5

    By austin3515, August 7, 2012
    • 5 replies
    • 2.4k views
    • 
    • austin3515
    • August 8, 2012

34. Plan Investment: A Race Horse

    By Randy Watson, August 2, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • August 3, 2012

35. Brokerage Accounts not subject to 408(b)(2)?

    By Young Curmudgeon, June 20, 2012
    • 0 replies
    • 1.6k views
    • 
    • Young Curmudgeon
    • June 20, 2012

36. Investing with Margin

    By Guest tedmunice, June 11, 2012
    • 1 reply
    • 2.1k views
    • 
    • ESOP Guy
    • June 11, 2012

37. Removing Participant Direction of Investment

    By Oh so SIMPLE, June 8, 2012
    • 3 replies
    • 1.7k views
    • 
    • Bird
    • June 11, 2012

38. PT avoidance for sale of land

    By Young Curmudgeon, June 7, 2012
    • 3 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • June 7, 2012

39. Brokerage accounts vs. windows

    By Bird, June 5, 2012
    • 17 replies
    • 3.5k views
    • 
    • commishvp
    • October 24, 2012

40. QDIAs

    By Guest JMN, May 24, 2012
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 28, 2012

41. Investment in IPO's

    By bzorc, May 14, 2012
    • 10 replies
    • 2k views
    • 
    • mbozek
    • May 24, 2012

42. Insurance in 401k

    By Guest gwelsmore, April 19, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • April 20, 2012

43. Valuing a Limited partnership

    By K-t-F, April 19, 2012
    • 16 replies
    • 4.7k views
    • 
    • QDROphile
    • May 7, 2012

44. tpa fees charged by ee count rather than asset size?

    By TPApril, April 16, 2012
    • 0 replies
    • 1.2k views
    • 
    • TPApril
    • April 16, 2012

45. Life Insurance rolled into a 401(k) Plan

    By britoski, April 5, 2012
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • April 16, 2012

46. Basic life insurance question

    By Santo Gold, March 20, 2012
    • 5 replies
    • 2k views
    • 
    • Guest
    • March 23, 2012

47. Prohibited Transaction Class Exemption

    By Guest Pennysaver, March 19, 2012
    • 1 reply
    • 2.2k views
    • 
    • jpod
    • March 20, 2012

48. Group Annuity Contracts

    By BTG, March 13, 2012
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • March 13, 2012

49. Particpant Direction not followed

    By mgcpension, February 10, 2012
    • 2 replies
    • 1.8k views
    • 
    • MICHAEL HATLEE
    • February 25, 2021

50. nonprofit investment/plan doc options wanted

    By TPApril, February 7, 2012
    • 1 reply
    • 1.9k views
    • 
    • ETA Consulting LLC
    • February 7, 2012