Beware of Compliance Mail Scams

Beware of Compliance Mail Scams

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Beware of Compliance Mail Scams by Peter Rizzo Client Alert from CheckBook IRA We have many of our clients getting notices from compliance companies about annual filings that are unnecessary – you can find out your filing requirements from your state’s Secretary of ...
Using Promissory Notes Inside an IRA Safely

Using Promissory Notes Inside an IRA Safely

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Using Promissory Notes Inside an IRA Safely by Peter Rizzo Promissory notes are one of the most straightforward ways to generate income inside a Self-Directed IRA. They offer predictable payment schedules, defined terms, and clear documentation. When structured...
Managing Liquidity Risk Inside a Self-Directed IRA

Managing Liquidity Risk Inside a Self-Directed IRA

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Managing Liquidity Risk Inside a Self-Directed IRA by Peter Rizzo Liquidity risk does not get as much attention as investment returns, yet it plays a major role in how smoothly a Self-Directed IRA operates. Many alternative assets produce strong long term results but...