, Author at CheckBook IRA LLC ™

Can I Add an LLC to Solo 401(k)

by | | 401k, Investment tips, IRA LLC, Retirement Ideas, Steve's Investment Tips

Can I Add an LLC to Solo 401(k) By Steve Sheppherd Some of our clients with the solo 401(k) would like to add an LLC. Perhaps for anonymity, that is what they wanted to do. And that is not an issue at all. As plan administrator, you can approve an investment of the...

Is a CheckBook IRA right for me?

by | | Client Questions, Common Questions, IRA LLC, Retirement Ideas

Is a CheckBook IRA right for me? By Peter F. Rizzo People are asking themselves this question every day. With many brokerages and investment advisers touting their expertise and road to a comfortable retirement people are questioning more and more what is the best...

Subcontractors: Heaven or Hell

by | | Uncategorized

Subcontractors: Heaven or Hell By Steve Sheppherd If there’s one thing I learned while remodeling and flipping 50 houses in South Bend, Indiana, it’s that subcontractors can make you or break you. I had my share of mistakes, but I did eventually learn. What I’d like...

Borrowing From Your Solo 401(k)

by | | 401k, Investment tips, Retirement Ideas, Steve's Investment Tips

Borrowing From Your Solo 401(k) By Steve Sheppherd Another real advantage of the Solo 401(k) over an IRA is the ability to borrow money from your 401(k) personally. Not an investment, obviously you can do that. You are Trustee of the plan. If you need money...

Spouses in a Solo 401(k)

by | | 401k, Economics, Investment tips, IRA LLC, Retirement Ideas, Steve's Investment Tips

Spouses in a Solo 401(k) By Steve Sheppherd Spouses Can Combine IRAs Into A Solo 401(k) One of the additional advantages of the Solo 401(k) is that a husband and wife can combine their retirement plans into one plan, and thus combine their funds to do investing. For...

Can I Add an LLC to Solo 401(k)

Is a CheckBook IRA right for me?

Subcontractors: Heaven or Hell

Borrowing From Your Solo 401(k)

Spouses in a Solo 401(k)

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