It’s Form 5500-EZ Season
It’s Form 5500-EZ Season by Peter Rizzo This is a friendly reminder that the filing deadline for the 5500-EZ is July 31. What is the Form 5500-EZ? Form 5500-EZ is a two page report the IRS requires to be filed specifically for certain Solo 401k plans. Who files...
Interview With Denver Lobo of JT Capital a Real Estate Private Equity Firm
Interview With Denver Lobo of JT Capital a Real Estate Private Equity Firm by Peter Rizzo We talk with Denver Lobo about the intricacies of Private Equity Real Estate Financing and JT Capital’s approach Private equity real estate financing refers to the investment in...
Happy Thanksgiving
Happy Thanksgiving by Peter Rizzo We at CheckBook IRA want to wish all of you a very Happy Thanksgiving and hoping that you surround yourself with family or loved ones. This is the time of year when we take stock in our investment performance and pat ourselves on the...