Solo 401k Restatement Documents Deadline is July 31

Solo 401k Restatement Documents Deadline is July 31

Solo 401k Restatement Documents Deadline is July 31   by Jordan Sheppherd This reminder applies only to our Solo 401k clients. The below information does not apply to an IRA LLC structure. This is a quick reminder to all of our Solo 401k clients, that you must...
Make Lemonade From Lemons

Make Lemonade From Lemons

Make Lemonade From Lemons   by Peter Rizzo To all of you that are bemoaning the fact that your IRA’s or 401k’s are taking a dive in value, there are two things to do: 1. You can pour a glass of wine and bemoan the value you lost, letting everyone within earshot...
Celebrating Our Independence

Celebrating Our Independence

Celebrating Our Independence   by Peter Rizzo As we celebrated 246 years of America’s independence, every day people are celebrating their financial investing independence. The majority of most people’s investment portfolio is tied up in their IRAs or 401(k)s....
Money Lending: The New Popular Way to Invest with Structured Returns

Reminder: Form 5500-EZ Due by July 31, 2022

Reminder: Form 5500-EZ Due by July 31, 2022   by Jordan Sheppherd It’s hard to believe we’ve crossed the halfway point of 2022. I’m sure I’m not alone in saying it seems like yesterday we were celebrating the New Year. For those of you who have Solo 401k plans,...