Vetting Your Investment Opportunities
Vetting Your Investment Opportunities By Peter Rizzo The Check Book IRA and the checkbook-controlled Solo 401(k) gives you the ultimate control over your retirement savings. With any freedom though comes responsibility. You are completely responsible to make...
Solo 401(k) – How to Make Changes to Your Plan
Solo 401(k) – How to Make Changes to Your Plan By Jordan Sheppherd If you are one of our clients with a Solo 401(k), or if you’re thinking of setting one up, in this brief article, I’m going to walk you through how to change information in your plan.I should...
Taking Distributions from Your Check Book IRA
Taking Distributions from Your Check Book IRA By Alisha Bennett While Check Book IRAs are subject to the normal distribution limits as other IRAs (check with your CPA or accountant to calculate your specific requirements or RMD), there are a few extra steps to making...
Investing in Real Estate that is Attached to an Association?
Investing in Real Estate that is Attached to an Association? By Peter Rizzo This can be an exasperating or great experience depending on your knowledge going in. Here are a few tips to help you understand what you are getting yourself into:When buying an investment...