Happy Thanksgiving by Peter Rizzo We at CheckBook IRA want to wish all of you a very Happy Thanksgiving and hoping that you surround yourself with family or loved ones. This is the time of year when we take stock in our investment performance and pat ourselves on the...
Self Employed or Have Some 1099 Earnings? Super Charge Your Retirement Plan with a Solo 401k 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...
Animus Technologies Update by Peter Rizzo A few weeks ago, we had a podcast with Maximillian Pace of Animus Technologies. I came across this article in Bitcoin Magazine. It’s worth a read. In conclusion of the inaugural Bitcoin Alpha Competition, Samara Alpha...
Checkbook IRA or Self-Directed IRA: Which is Best for You? by Peter Rizzo Lately, we have been converting many self-directed IRAs to Checkbook controlled IRAs. It’s important for you to know the difference what system is best for your situation. If you go the wrong...
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)...