, Author at CheckBook IRA LLC ™

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

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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

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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...

Time is Running Out to Repay Covid-Era 401(k), IRA Withdrawals and Claim a Tax Refund

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Time is Running Out to Repay Covid-era 401(k), IRA Withdrawals and Claim a Tax Refund by Peter Rizzo The CARES Act, a federal pandemic-relief law, allowed investors to withdraw up to $100,000 in coronavirus-related distributions from 401(k) plans and individual...

Protect Your Wealth!

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Protect Your Wealth! by Peter Rizzo To those that have self-managed Retirement Plans and those that are considering one, a highly respected Self-directed IRA and Solo 401k Attorney has put together some out-of-the-box ideas for using a corporate structure as a...

Vetting an Investment

Inherit A Roth IRA? Watch Out For Penalties For Missing RMDs

Have a Solo 401(k)? Remember to File Your 5500-EZ by July 31st if the Plans Assets are Greater Than $250,000

Time is Running Out to Repay Covid-Era 401(k), IRA Withdrawals and Claim a Tax Refund

Protect Your Wealth!

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