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Tax Filing Deadline is Coming Up Know Your Contribution Limits and RMD Amount

Tax Filing Deadline is Coming Up Know Your Contribution Limits and RMD Amount

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Tax Filing Deadline is Coming UpKnow Your Contribution Limits and RMD Amount by Peter Rizzo Remember, we now have the Secures Act 2.0 in effect. Below is a breakdown of some of the changes that could affect your planning for contributions and also your future RMDs....
Checkbook Control of Your Retirement Savings Gives You More Than Just Freedom of Investment Choices

Checkbook Control of Your Retirement Savings Gives You More Than Just Freedom of Investment Choices

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Checkbook Control of Your Retirement Savings Gives You More Than Just Freedom of Investment Choices by Peter Rizzo Many of our clients have reported back that when they got checkbook control of their retirement accounts, they got much more than an increased number of...
Thinking of Investing in Crypto Currency with Your Solo 401k or Checkbook IRA?

Thinking of Investing in Crypto Currency with Your Solo 401k or Checkbook IRA?

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Thinking of Investing in Crypto Currency with Your Solo 401k or Checkbook IRA? by Peter Rizzo To get started in crypto, you must open the exchange/crypto account in the name of the LLC. You cannot use a previously set up crypto account for the LLC. Popular crypto...
Secure Your Cash with as Much Care as you Plan Your Investments

Secure Your Cash with as Much Care as you Plan Your Investments

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Secure Your Cash with as Much Care as you Plan Your Investments by Peter Rizzo You might be wondering why we’d have an article like this when the whole purpose of our system is to free up your money for investment. Today, we have conveniences in money transferring...
Can I Invest in Stocks with my Checkbook Controlled IRA or Solo 401(k)?

Can I Invest in Stocks with my Checkbook Controlled IRA or Solo 401(k)?

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Can I Invest in Stocks with my Checkbook Controlled IRA or Solo 401(k)? by Peter Rizzo By the rules, yes, but there is a caveat. You must find an institution that deals on the exchange that you want to trade in. Most private offerings will let an LLC owned by an IRA...
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    Solo 401(k)

    • Solo 401(k)
      • Legal Investments in a Solo 401(k)?
      • The Solo 401(k) Set Up Process
      • UBIT & UDFI

    Check Book IRA University

    • Check Book IRA University
      • Foreign Investments
      • Is An IRA LLC Legal?
      • Prohibited Transactions
      • Reporting & Bookkeeping

    Blog

    • How to Stress-Test Your IRA Portfolio for the Next Market Shock
    • What Happens to My Self-Directed IRA When I Die?
    • Should You Set Up a Roth Solo 401(k) if You’re Still in Growth Mode?
    • How to Lend Money from Your IRA’ s LLC or Trust Without Violating IRS Rules
    • Is AI a Smart Long-Term Bet for Your Self-Directed IRA?
    • How to Exit an IRA-Owned Property Without Triggering Taxes

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