Vetting an Investment
Vetting an Investment by Peter Rizzo The way self-managed plans are set up we don’t know or have any way of knowing what people have invested in (except for the initial conversations) and what the results are. We usually find out if something goes bad or if something...
Inherit A Roth IRA? Watch Out For Penalties For Missing RMDs
Inherit A Roth IRA? Watch Out For Penalties For Missing RMDs by Peter Rizzo Roth IRAs and 401(k)s are becoming increasingly popular, especially with Digital currency and private offering investors. The dream of having millions in no taxable accounts is becoming a...
Have a Solo 401(k)? Remember to File Your 5500-EZ by July 31st if the Plans Assets are Greater Than $250,000
Have a Solo 401(k)?Remember to File Your 5500-EZ by July 31st if the Plans Assets are Greater Than $250,000 by Peter Rizzo PLEASE NOTE: The below reminder does not apply to the IRA LLC structure, but only to Solo 401(k) plans. If you have a Solo 401(k), remember that...