Why Consider a Roth Conversion NOW
Why Consider a Roth Conversion NOW Thinking of doing a Roth Conversion with your Check Book IRA or your Solo 401(k)? Here are Five Reasons to Convert Now. This was written by Steve Sheppherd, founder of Check Book IRA and current CEO of IRA Valuations, LLC. Only wait...
Hold on to your Assets!
Hold on to your Assets! by Peter Rizzo I ran the article below a couple of years ago, but after the news about the FTX exchange, I thought it was apropos to run it again. One of the benefits of self-managed accounts like Check Book IRA, LLCs, and our Solo 401(k)’s, is...
Highlights of Changes for Contribution Limits for 2023
Highlights of Changes for Contribution Limits for 2023 by Peter Rizzo Remember that if you are contemplating a Solo 401(k) the plan mut be set up by December 31st for a 2022 contribution. The below should help you for your planning of 2023. The contribution limit for...
Why the Solo 401(k) is the Best Solution
Why the Solo 401(k) is the Best Solution by Peter Rizzo This is the time of year where business owners or 1099 contractors should decide the best plan to put money away for retirement. Even though a SEP IRA is the most used plan in the financial industry, we believe...