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...
Is Cryptocurrency the Next Big Gold Mine?

Is Cryptocurrency the Next Big Gold Mine?

Is Cryptocurrency the Next Big Gold Mine? By Peter Rizzo We are asked on a daily basis if you can invest in Cryptocurrency with your Checkbook IRA or Solo 401(k) and the answer is a resounding YES (as long as you’re not trading with a prohibited party). The next...
Invest Like a Pro by Learning from the Pros 

Invest Like a Pro by Learning from the Pros 

Invest Like a Pro by Learning from the Pros By Peter Rizzo Every day, people are realizing that they have this nest egg they’ve saved in their retirement plan and it’s not bringing the type of return they’re looking for. They’ve been chained to only a few investments...