


We Now Have the Secure Act 2.0 in Effect
We Now Have the Secure Act 2.0 in Effect by Peter Rizzo Below is a breakdown of some of the changes that could affect your planning for contributions and also your future RMDs. Key takeaways: The age to start taking RMDs increases to age 73 in 2023 and to 75 in 2033....
Contribution Limits and Planning
Contribution Limits This is the time of year when we look for tax deductions and plan for next year. Planning our IRA and Solo 401(k) is part of the process. Remember your Solo 401(k) plan must be set up by December 31st to make 2022 contributions, whereas, your IRA...
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...