, Author at CheckBook IRA LLC ™

Not All Financial Advisors are Created Equally

Not All Financial Advisors are Created Equally By Peter Rizzo Every day we have clients referred to us by different investment advisors and in our conversation with the advisor they are frustrated by the investment sales people who masquerade as advisors but are only...

Why 401(k)s are Better Protected

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Why 401(k)s are Better Protected By Jordan Sheppherd One of the attorneys we work with sent me a bankruptcy case that illustrates one of the many reasons why a Solo 401(k) is a better investment vehicle for your retirement money than an IRA. As our clients and readers...

You Can’t Take it With You: But You Can Decide Where it Goes

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You Can’t Take it With You: But You Can Decide Where it Goes By Alisha Bennett “Nothing is a matter of life and death except life and death” – Angela Carter Perhaps it’s not a cheery topic but the fact is that I often deal with clients who have recently...

Is a Check Book IRA LLC or Self-Trusteed Solo 401k Right for You?

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Is a Check Book IRA LLC or Self-Trusteed Solo 401k Right for You? By Peter Rizzo Every day we talk to people, who after asking them a few questions, we determine a Check Book IRA or Solo 401(k) is not needed or simply not in their best interest. Many of them are in...

What to Look for in an Advisor

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What to Look for in an Advisor By Peter Rizzo Every day we see people who have tremendous results from their financial advisors and we also hear the horror stories. It’s important to vet your potential consultant thoroughly for they can help you prosper or cause you...

Not All Financial Advisors are Created Equally

Why 401(k)s are Better Protected

You Can’t Take it With You: But You Can Decide Where it Goes

Is a Check Book IRA LLC or Self-Trusteed Solo 401k Right for You?

What to Look for in an Advisor

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