Checkbook IRA or Self-Directed IRA: Which is Best for You?
Checkbook IRA or Self-Directed IRA: Which is Best for You? by Peter Rizzo Lately, we have been converting many self-directed IRAs to Checkbook controlled IRAs. It’s important for you to know the difference what system is best for your situation. If you go the wrong...
Thinking of Converting Your SEP IRA to a Solo 401(k)?
Thinking of Converting Your SEP IRA to a Solo 401(k)? by Peter Rizzo This is the time of year people start planning for next year and wrapping up the end of the year. We get many calls about converting SEP IRAs to Solo 401(k)s. Changing your SEP IRA to a Solo 401(k)...
Investing in Real Estate Notes with Your IRA A Smart Wealth-Building Strategy
Should I Convert My Traditional IRA to a ROTH? by Peter Rizzo We get many inquires every week about converting traditional IRA’s or a portion of it to a Checkbook IRA. With the belief of large financial gains in some sectors, more and more are converting at least a...