Thinking of Investing in Crypto Currency with Your Solo 401k or Checkbook IRA?
Thinking of Investing in Crypto Currency with Your Solo 401k or Checkbook IRA? by Peter Rizzo To get started in crypto, you must open the exchange/crypto account in the name of the LLC. You cannot use a previously set up crypto account for the LLC. Popular crypto...
Secure Your Cash with as Much Care as you Plan Your Investments
Secure Your Cash with as Much Care as you Plan Your Investments by Peter Rizzo You might be wondering why we’d have an article like this when the whole purpose of our system is to free up your money for investment. Today, we have conveniences in money transferring...
Can I Invest in Stocks with my Checkbook Controlled IRA or Solo 401(k)?
Can I Invest in Stocks with my Checkbook Controlled IRA or Solo 401(k)? by Peter Rizzo By the rules, yes, but there is a caveat. You must find an institution that deals on the exchange that you want to trade in. Most private offerings will let an LLC owned by an IRA...
Net of Fees
Net of Fees by Peter Rizzo This week a conversation I had with a prospective client stuck with me and I thought I’d share. After looking at his self-directed custodian’s fee statement for last year, he realized an investment he had that went south (highly speculative...