IRS Releases 2018 Retirement Contribution Limits

IRS Releases 2018 Retirement Contribution Limits

by | | Uncategorized

IRS Releases 2018 Retirement Contribution Limits By Jordan Sheppherd The IRS just released Notice 2017-64 (https://www.irs.gov/pub/irs-drop/n-17-64.pdf) making some changes, starting in 2018, to contribution limits of retirement accounts. You can click the link above...
Bitcoin and the Check Book IRA LLC

Bitcoin and the Check Book IRA LLC

by | | Uncategorized

Bitcoin and the Check Book IRA LLC By Jordan Sheppherd Unless you’ve been living under a rock for the past few years, you’ve probably heard of something called Bitcoin, perhaps digital currencies, crypto-currencies, or all of the above. Perhaps it piqued your...
Converting to a Roth? Try This

Converting to a Roth? Try This

by | | Uncategorized

Converting to a Roth? Try this. By Jordan Sheppherd Roth IRAs and Roth 401(k)s are wonderful, because they’re after-tax accounts; it doesn’t matter how large your Roth account might grow, all of it is available to you at retirement age completely tax-free. Peter...
Vetting Your Investment Opportunities

Vetting Your Investment Opportunities

by | | Uncategorized

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

by | | Uncategorized

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...