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Avoid These Common Mistakes When Filing Taxes with a Checkbook IRA

Avoid These Common Mistakes When Filing Taxes with a Checkbook IRA

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Avoid These Common Mistakes When Filing Taxes with a Checkbook IRA by Peter Rizzo Avoid These Common Mistakes When Filing Taxes with a Checkbook IRA If you’re like me and use a Checkbook IRA, tax season can get a little tricky. It’s not just about plugging numbers...
How Small Business Owners Can Use a Solo 401(k) to Reduce Self-Employment Taxes

How Small Business Owners Can Use a Solo 401(k) to Reduce Self-Employment Taxes

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How Small Business Owners Can Use a Solo 401(k) to Reduce Self-Employment Taxes by Peter Rizzo If you’re a small business owner or freelancer, you know self-employment taxes can take a big bite out of your income. But a Solo 401(k) isn’t just for retirement...
How to Store Crypto in a Checkbook IRA Without Violating IRS Rules

How to Store Crypto in a Checkbook IRA Without Violating IRS Rules

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How to Store Crypto in a Checkbook IRA Without Violating IRS Rules by Peter Rizzo More investors are using self-directed IRAs (SDIRAs) to hold crypto, but storing it the wrong way can lead to tax penalties. Unlike stocks, digital assets require special handling to...
Understanding UDFI for IRA Investments Using Non-Recourse Financing

Understanding UDFI for IRA Investments Using Non-Recourse Financing

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Non-Recourse Financing Part II: Understanding UDFI for IRA Investments Using Non-Recourse Financing by Peter Rizzo Understanding UDFI for IRA Investments Using Non-Recourse Financing Investing in real estate through a self-directed IRA (SDIRA) can be a powerful...
Using Non-Recourse Loans to Scale Your IRA-Owned Real Estate Portfolio

Using Non-Recourse Loans to Scale Your IRA-Owned Real Estate Portfolio

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Using Non-Recourse Loans to Scale Your IRA-Owned Real Estate Portfolio by Peter Rizzo If you’re looking to expand your IRA-owned real estate portfolio but don’t have enough cash to buy properties outright, non-recourse loans could be the solution. These loans allow...
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    Solo 401(k)

    • Solo 401(k)
      • Legal Investments in a Solo 401(k)?
      • The Solo 401(k) Set Up Process
      • UBIT & UDFI

    Check Book IRA University

    • Check Book IRA University
      • Foreign Investments
      • Is An IRA LLC Legal?
      • Prohibited Transactions
      • Reporting & Bookkeeping

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    • How to Lend Money from Your IRA’ s LLC or Trust Without Violating IRS Rules
    • Is AI a Smart Long-Term Bet for Your Self-Directed IRA?
    • How to Exit an IRA-Owned Property Without Triggering Taxes
    • The Pros and Cons of Using a Checkbook IRA for Tax Liens and Deeds
    • Crypto Winter or Opportunity? What a Bear Market Means for IRA Investors
    • Avoid These Common Mistakes When Filing Taxes with a Checkbook IRA

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