, Author at CheckBook IRA LLC ™

You Are Not Stuck

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...

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

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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...

Mobility – The Big advantage of a Checkbook IRA LLC that’s often overlooked

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Mobility – The Big Advantage of a Checkbook IRA LLC That’s Often OverlookedBy Peter Rizzo People get involved with Self Directed IRA’s, for they want control over their investments and want to invest in things that aren’t usually offered by the big investment...

Changes for Retirement Plans

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Changes for Retirement Plans By Peter Rizzo The Staff at CheckBook IRA wishes all our clients and prospective clients a Merry Christmas and joyous Holiday Season. We have clients and prospects with many different religions and beliefs but the one common denominator is...

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?

Mobility – The Big advantage of a Checkbook IRA LLC that’s often overlooked

Changes for Retirement Plans

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