, Author at CheckBook IRA LLC ™

Will COVID-19 Bring on a Real Estate Crash?

Will COVID-19 Bring on a Real Estate Crash? By Peter Rizzo Every day we get asked this question. Seeing I’ve lived through more crashes than I care to admit, our staff look to me for my opinion. The fact is, we have a different set of variables going on now than we...

Changes to Retirement Distribution Rules Summarized

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Changes to Retirement Distribution Rules Summarized By Jordan Sheppherd A number of changes have been made to the tax code to provide relief to taxpayers, and some of those changes involve retirement plans. As you all probably know, the CARES Act was passed recently....

With Check Book IRA or Solo 401k There’s at Least ONE Thing You Can Control!

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With Check Book IRA or Solo 401k There’s at Least ONE Thing You Can Control! By Peter Rizzo There is no denying that worldwide these are turbulent times and everything seems out of one’s control. We are at the mercy of large institutions and governments leaving people...

You Are Not Stuck

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You Are Not Stuck By Peter Rizzo You can transfer assets from one IRA or 401k to another without tax consequences. With the cratering of the stock market in the past week many people are reticent to liquidate their current plan and move to a more self-managed plan...

Dreaming of Buying a Franchise or Starting a Business but Can’t Find Financing?

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Dreaming of Buying a Franchise or Starting a Business but Can’t Find Financing?Consider a ROBS (Rollovers as Business Startups) for using your retirement accounts to do so.By Peter Rizzo We have many clients and prospective clients that have had dreams of buying a...

Will COVID-19 Bring on a Real Estate Crash?

Changes to Retirement Distribution Rules Summarized

With Check Book IRA or Solo 401k There’s at Least ONE Thing You Can Control!

You Are Not Stuck

Dreaming of Buying a Franchise or Starting a Business but Can’t Find Financing?

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