Blog

Dealing with banking issues can be frustrating. And when you have a Check Book IRA or a Solo 401(k), it can stop a deal in its tracks.

The UBIT Tax: Be Aware but Don't be Afraid By Peter Rizzo Every week, a number of prospective clients and current clients contact us about the fear of UBIT taxes. We are finding that many self-directed real estate IRAs don’t address this topic and people that are...

We all know (or should know), that personally guaranteeing a loan, made to your Self-Directed IRA, IRA LLC, or Solo 401(k) is prohibited. What if there were an exception, though?

Recently, a client was very disappointed to learn that their 401(k) was not transferable; they’d assumed because they were 100% vested that the funds could be moved.

We are asked on a daily basis if you can invest in Cryptocurrency with your Checkbook IRA or Solo 401k and the answer is a resounding YES.

HOUSE REMODELING TIPS BY STEVE SHEPPHERD Having bought, remodeled, and sold some 50 houses over the years, I'm sharing some of the principles I've learned and lived by.

How to Avoid the Headache of Inherited IRAs By Alisha Bennett Inherited IRAs are often an enormous source of confusion for clients. Can they create a Check Book IRA with an Inherited IRA? Yes, they can. Can they commingle the funds in the Inherited IRA with their own...

Invest Like a Pro by Learning from the Pros By Peter Rizzo Every day, people are realizing that they have this nest egg they’ve saved in their retirement plan and it’s not bringing the type of return they’re looking for. They’ve been chained to only a few investments...

You have a power when you are buying that you don’t when selling. As the buyer, you can simply walk away and fight another day.

Every week, we get a number of people who say, “I have my investments professionally managed.” Our response is that’s great, but you might want to look at the flexibility you’ll have by getting checkbook control over your retirement accounts.

You probably know that if you make more than $117,000 as a single-filer, or $194,000 as a joint filer, you don’t qualify to contribute to a Roth IRA. What if I told you there’s a simple workaround to this problem?

Many of our clients have reported back that when they got checkbook control of their retirement accounts, they got much more than an increased number of investment choices.

How NOT to use a Roth IRA By Jordan Sheppherd A little over a year ago, a court case came out involving a Roth IRA/Corporation structure, the facts of which are almost comical. The case is Polowniak v. Commissioner TC 2016-31. You can see it on the US Tax Court’s...

Many clients are ready to make their contributions for 2016 or get a head start on 2017 (click here for information regarding IRA limits) but are unsure of the process of making contributions to their Check Book IRA.

They say it’s never too late to learn something new… but I would also argue it’s never too soon to start looking ahead, and that includes saving for retirement.

Each year I hear from clients who need to make address or Successor Manager changes to their Operating Agreement but are unsure of how to proceed.

The biggest takeaway from this article is that now is the best time to take full control of your retirement savings and investments!

Because most people are used to contributing cash to a retirement account, it’s easy to think that cash and only cash can be contributed. For an IRA this is certainly true, but not for a Solo 401(k).

The number of people starting a Check Book IRA or Solo 401(k) is increasing dramatically. The One question that commonly surfaces is: “Now what?”

Here are six tips for any first time real estate flipper or for the seasoned veteran to remember.

Every day, clients ask how they can get checkbook control of their SEP. While you can set up a SEP CheckBook IRA, the Solo 401(k) is a much better option, as you will see below. It’s a much stronger plan and gives you many more options to maximize your income deferment and investment options.