In-Kind Distributions

In-Kind Distributions

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In-Kind Distributions By Alisha Bennett It’s that time of year again… it’s distribution time for many of our clients. If you’re new to the IRA-LLC process and want to understand the general theory of distributing cash from your new Check Book IRA make sure to read...
Four Advantages of our Check Book IRA

Four Advantages of our Check Book IRA

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Four Advantages of our Check Book IRA By Steve Sheppherd Many people are wanting more control over their retirement plans in order to take advantage of the recent surge in the economy. More and more are considering the Check Book IRA. In order to help with the...
Year End Reminders for IRA LLC & Solo 401(k) Clients

Year End Reminders for IRA LLC & Solo 401(k) Clients

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Year End Reminders for IRA LLC & Solo 401(k) Clients By Jordan Sheppherd IRA LLC Clients You’ll be receiving a year-end valuation letter from your IRA Custodian asking you to list the value of the IRA LLC. These forms don’t require a list of the LLC’s holdings,...
Secure Your Cash with These Four Tips

Secure Your Cash with These Four Tips

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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...