Activity
Mon
Wed
Fri
Sun
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
What is this?
Less
More

Memberships

Tax Smart Investor Club

1k members • Free

MTR Office Hours

846 members • Free

2 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
0 likes • Mar 12
TY! I have a 401(k) with Fidelity that I’m going to convert this year into a Roth IRA. From there, I would like to self direct and I’m looking for recommendations for a custodian.
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!
0 likes • Dec '25
@Sal M Nice to meet you!
1 like • Jan 4
@Ana Klein, CPA yes, I would like that 🙏. I heard from @Pearl Gupta that I missed your talk on “lending” to HMLs because I wasn’t a member at the time…
1-2 of 2
Michelle Collantes
2
15points to level up
@michelle-collantes-6264
Accidentally fell into Real Estate investment and ownership. Slowly making my way and enjoying all the learnings as I go!

Active 60d ago
Joined Dec 22, 2025
Powered by