Should I Convert My Traditional IRA to a ROTH? by Peter Rizzo We get many inquires every week about converting traditional IRA’s or a portion of it to a Checkbook IRA. With the belief of large financial gains in some sectors, more and more are converting at least a...
Investing in Real Estate Notes with Your IRA:A Smart Wealth-Building Strategy by Peter Rizzo And a Podcast with Noah Miller from Royal Palm Funding When it comes to retirement planning, many individuals think of traditional investments such as stocks, bonds, and...
Power of Self-Directed Retirement Investments Empowering Your Financial Future by Peter Rizzo The journey towards a secure retirement is a significant milestone in one’s financial life. While the traditional approach of relying on professional financial advisors...
Harnessing the Power of AI: A New Frontier in Bitcoin Trading by Peter Rizzo Introducing Our New Affiliate: Animus-Technologies The world of finance has been dramatically transformed by advancements in artificial intelligence (AI) technology. Among the many areas AI...
Vetting Private Loans by Peter Rizzo Private lending is extremely popular with our Check Book IRA and Solo 401(k) Clients. With the tightening of banking regulations and the myriad of regulations there are good people and projects that turn to private lenders for...