Why Go to the Trouble of Converting Your IRA to a Checkbook Controlled Solo 401(k)?
Why Go to the Trouble of Converting Your IRA to a Checkbook Controlled Solo 401(k)? By Peter Rizzo One of the first things we do when someone asks for information on the Check Book IRA is to determine if they could qualify for a Solo 401(k). (If they have any...
What is the Difference between A Self Directed IRA and A Check Book IRA?
What is the Difference between A Self Directed IRA and A Check Book IRA? By Peter Rizzo Every day I am asked what is the difference between a Self Directed IRA and a Check Book IRA. When someone looks to open a self-directed IRA, there are two different kinds of...
Can My Solo 401(k) Open a Brokerage Account?
What to Know Before Purchasing Cryptocurrencies with Retirement Funds By Jordan Sheppherd Many of our clients love the control and flexibility a Solo 401(k) brings, and though they may be interested in non-traditional investments such as real estate, private equity,...