Month 9 – Consider withdrawing funds out of your retirement accounts
Stay above the red line below:
And this might sound crazy but if your AGI is under $326,000 (married filling joint) you are in a low tax bracket. Most of us in our Accredited investor group should be paying in the 15-25% effective tax rate range. If you have more than $200,000 your retirement IRAs or 401k then you might consider a QRP. But check out this short video first. Here is a list of SDIRA providers however I don’t recommend any of them due to UDFI when investing in leveraged deals.