Is Now the Right Time to Invest in Bitcoin Through a Checkbook IRA?
Is Now the Right Time to Invest in Bitcoin Through a Checkbook IRA? by Peter Rizzo I get this question a lot: “Should I invest in Bitcoin using my Checkbook IRA?” It’s a fair question. Bitcoin has had its ups and downs, but it’s undeniably changed...
Navigating the IRS Rules for Self-Directed Retirement Accounts: What Changed in 2025?
Navigating the IRS Rules for Self-Directed Retirement Accounts: What Changed in 2025? by Peter Rizzo Self-directed retirement accounts, like Checkbook IRAs and Solo 401(k)s, are becoming a go-to for savvy investors—especially those diving into alternative investments...
Smart Strategies for Year-End Tax Planning: Leveraging Legal Tax Breaks
Smart Strategies for Year-End Tax Planning: Leveraging Legal Tax Breaks by Peter Rizzo Maximizing your tax savings at the end of 2024 involves a combination of strategic planning and leveraging available tax benefits. Here’s a comprehensive guide to ensure you...
FinCEN Beneficial Ownership Reporting
FinCEN Beneficial Ownership Reporting by Peter Rizzo There have been many discussions and meetings on the need for Check Book IRA LLCs to file a Beneficial ownership report with FinCEN. We are relying on attorneys and custodians and agree with the below. This also...