, Author at CheckBook IRA LLC ™

Changes to Retirement Distribution Rules Summarized

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!

by | | Uncategorized

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

by | | Uncategorized

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?

by | | Uncategorized

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...

Can I Transfer Part of My Retirement to a Check Book IRA?

by | | Uncategorized

Can I Transfer Part of My Retirement to a Check Book IRA? By Alisha Bennett The answer is maybe. Most IRA Custodians will allow you to transfer part of your IRA funds to another Custodian and then into a Check Book IRA. However, some Custodians or Plan Administrators...

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?

Can I Transfer Part of My Retirement to a Check Book IRA?

Contact Us

Search Articles

Solo 401(k)