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

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,...
Tax Lien Investing – What to Know

Tax Lien Investing – What to Know

Tax Lien Investing – What to Know By Peter Rizzo With a finicky stock market, tax lien investing is becoming popular. Here’s what you need to know before jumping in: Tax lien investing can give your portfolio exposure to real estate — all without having to actually...
The Difference Between Direct & Indirect Rollovers

The Difference Between Direct & Indirect Rollovers

Are Self-Managed Retirement Plans Right for You?Checkbook IRA’s and Solo 401k’s By Peter Rizzo Lately, I’ve been seeing online many ads for IRA’s and Solo 401k’s that expound on their flexibility and minimal cost. Curious as to what they were about, I have found they...
The Difference Between Direct & Indirect Rollovers

The Difference Between Direct & Indirect Rollovers

The Difference Between Direct & Indirect Rollovers By Jordan Sheppherd Rolling money between retirement accounts is something most people are familiar with, but there are two types of rollovers, and I’ve seen a decent amount of confusion on the subject over the...
The Difference Between Direct & Indirect Rollovers

What to Do in the Crazy Market Swings of Today

What to Do in the Crazy Market Swings of Today By Peter Rizzo Every day, we are questioned about what people are investing in during the craziness of the different markets. Frankly, we don’t know for sure, for the beauty of the systems that we set up (The Checkbook...