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...
Investing in Real Estate Notes with Your IRA A Smart Wealth-Building Strategy
Investing in Real Estate Notes with Your IRA:A Smart Wealth-Building Strategy by Peter Rizzo And a Podcast with Noah Miller from Royal Palm Funding When it comes to retirement planning, many individuals think of traditional investments such as stocks, bonds, and...
Power of Self-Directed Retirement Investments Empowering Your Financial Future
Power of Self-Directed Retirement Investments Empowering Your Financial Future by Peter Rizzo The journey towards a secure retirement is a significant milestone in one’s financial life. While the traditional approach of relying on professional financial advisors...