, Author at CheckBook IRA LLC ™

The Difference Between Direct & Indirect Rollovers

The Difference Between Direct & Indirect Rollovers By Jordan Sheppherd Rolling money between retirement accounts is something most people are familiar with, but there are two types of rollovers, and I’ve seen a decent amount of confusion on the subject over the...

What to Do in the Crazy Market Swings of Today

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What to Do in the Crazy Market Swings of Today By Peter Rizzo Every day, we are questioned about what people are investing in during the craziness of the different markets. Frankly, we don’t know for sure, for the beauty of the systems that we set up (The Checkbook...

Where’s My Crypto?

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Where’s My Crypto? By Peter Rizzo This might seem like a dumb question, but with the daily announcements of another way to invest in Cryptocurrency you want to know where it is and how you can control the asset. We trust the institutions to house our assets, but a...

Why Go to the Trouble of Converting Your IRA to a Checkbook Controlled Solo 401(k)?

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Why Go to the Trouble of Converting Your IRA to a Checkbook Controlled Solo 401(k)? By Peter Rizzo One of the first things we do when someone asks for information on the Check Book IRA is to determine if they could qualify for a Solo 401(k). (If they have any...

Should You Invest in Real Estate with your Retirement Savings?

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Should You Invest in Real Estate with your Retirement Savings?By Peter Rizzo Most of our clients know that I am an advocate of investing in real estate, for even if the market crashes, you still have something that produces income or that can recoup its valuation....

The Difference Between Direct & Indirect Rollovers

What to Do in the Crazy Market Swings of Today

Where’s My Crypto?

Why Go to the Trouble of Converting Your IRA to a Checkbook Controlled Solo 401(k)?

Should You Invest in Real Estate with your Retirement Savings?

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