Blog
Crypto Winter or Opportunity? What a Bear Market Means for IRA Investors
Downturns like these can actually be smart entry points… if you play it right.
Avoid These Common Mistakes When Filing Taxes with a Checkbook IRA
Checkbook IRAs are powerful, but they require more attention to detail come tax time.
How Small Business Owners Can Use a Solo 401(k) to Reduce Self-Employment Taxes
A Solo 401(k) isn’t just for retirement savings—it’s also a powerful tax reduction tool.
How to Store Crypto in a Checkbook IRA Without Violating IRS Rules
More investors are using self-directed IRAs (SDIRAs) to hold crypto, but storing it the wrong way can lead to tax penalties.
Understanding UDFI for IRA Investments Using Non-Recourse Financing
Understanding UDFI, its implications, and strategies for managing it is crucial for investors looking to maximize their returns while staying compliant with IRS regulations.
Using Non-Recourse Loans to Scale Your IRA-Owned Real Estate Portfolio
Non-recourse loans allow your IRA to borrow money without violating IRS rules—so long as you follow specific guidelines.
How to Use Your Checkbook IRA for Short-Term Rental Investments (Without Breaking IRS Rules)
Short-term rentals can be a great way to build wealth inside a Checkbook IRA, but only if you follow the rules.
Is Now the Right Time to Invest in Bitcoin Through a Checkbook IRA?
Bitcoin has had its ups and downs, but it’s undeniably changed the investment landscape.
Navigating the IRS Rules for Self-Directed Retirement Accounts: What Changed in 2025?
With the IRS rolling out new rules in 2025, it’s crucial to stay on top of the changes.
Smart Strategies for Year-End Tax Planning: Leveraging Legal Tax Breaks
It’s the perfect time to take stock of your financial situation and explore ways to optimize your tax liabilities.
FinCEN Beneficial Ownership Reporting
An LLC owned by an IRA (Individual Retirement Account) may be subject to FinCEN’s beneficial ownership reporting requirements.
It’s Form 5500-EZ Season
This is a friendly reminder that the filing deadline for the 5500-EZ is July 31.
Interview With Denver Lobo of JT Capital a Real Estate Private Equity Firm
Private equity real estate financing refers to the investment in real estate assets through private equity funds.
Passive Real Estate Investing
In our podcast, we interview Christopher Price of the Boost Capital Group about Passive Real Estate Investing along with the opportunities their group offers.
Beneficial Owner Reporting for Check Book IRA LLCs
The Corporate Transparency Act (CTA), enacted in January 2021, represents a significant stride in enhancing corporate transparency and combatting illicit financial activities in the United States.
Exploring Non-Recourse Mortgages for IRA-Owned Properties
Investing in real estate through Individual Retirement Accounts (IRAs) has become increasingly popular among savvy investors seeking to diversify their retirement portfolios.
Revolutionizing Bitcoin Trading
Revolutionizing Bitcoin Trading The Power of Algorithmic Trading Revolutionizing Bitcoin Trading: The Power of Algorithmic TradingPodcast with Maximillian Pace CEO of Animus Technologies Animus Technologies CEO Maximillian Pace discusses their approach to Bitcoin...
Happy Thanksgiving
You have as much control as you want, but you can enlist the help of a professional advisor whenever you so desire.
Self Employed or Have Some 1099 Earnings? Super Charge Your Retirement Plan with a Solo 401k
Even though a SEP IRA is the most used plan in the financial industry we believe that hands down the SOLO 401k is the best solution.
Animus Technologies Update
Animus can work with different exchanges and give you full control of your account which is very rare with fund managers.
Checkbook IRA or Self-Directed IRA: Which is Best for You?
Before pursuing a self-directed IRA or checkbook IRA, it’s advisable to consult with a financial advisor or tax professional.
Thinking of Converting Your SEP IRA to a Solo 401(k)?
Changing your SEP IRA to a Solo 401(k) can be a beneficial financial move for some individuals, but it’s not the right choice for everyone. The decision should be based on your specific financial goals, circumstances, and needs.
Investing in Real Estate Notes with Your IRA A Smart Wealth-Building Strategy
The decision to convert a Traditional IRA to a Roth IRA is a complex one and depends on your individual financial situation and goals.
Investing in Real Estate Notes with Your IRA A Smart Wealth-Building Strategy
Real estate notes, also known as mortgage notes or promissory notes, are legal documents that represent a borrower’s promise to repay a debt.