Secure Your Cash with These Four Tips

Secure Your Cash with These Four Tips

Secure Your Cash with These Four Tips 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 that was reserved for the...
Vetting Your Investment Opportunities

Vetting Your Investment Opportunities

Vetting Your Investment Opportunities By Peter Rizzo The Checkbook IRA and the Checkbook-Controlled Solo 401(k) give you the ultimate control over your retirement savings. With any freedom, though, comes responsibility. You are completely responsible to make...
The UBIT Tax: Be Aware but Don’t be Afraid

The UBIT Tax: Be Aware but Don’t be Afraid

The UBIT Tax: Be Aware but Don’t be Afraid By Peter Rizzo Every week, a number of prospective clients and current clients contact us about the fear of UBIT taxes. We are finding that many self-directed real estate IRAs don’t address this topic and people that...