Contribution Limits and Planning
Contribution Limits This is the time of year when we look for tax deductions and plan for next year. Planning our IRA and Solo 401(k) is part of the process. Remember your Solo 401(k) plan must be set up by December 31st to make 2022 contributions, whereas, your IRA...
Why Consider a Roth Conversion NOW
Why Consider a Roth Conversion NOW Thinking of doing a Roth Conversion with your Check Book IRA or your Solo 401(k)? Here are Five Reasons to Convert Now. This was written by Steve Sheppherd, founder of Check Book IRA and current CEO of IRA Valuations, LLC. Only wait...
Hold on to your Assets!
Hold on to your Assets! by Peter Rizzo I ran the article below a couple of years ago, but after the news about the FTX exchange, I thought it was apropos to run it again. One of the benefits of self-managed accounts like Check Book IRA, LLCs, and our Solo 401(k)’s, is...