You Have a Check Book IRA or A Solo 401(k): Now What?

You Have a Check Book IRA or A Solo 401(k): Now What?

by | | Uncategorized

You Have a Check Book IRA or A Solo 401(k): Now What? By Peter Rizzo The number of people starting a Check Book IRA or Solo 401(k) is increasing dramatically. The One question that commonly surfaces is: “Now what?” Even if you have your investment planned,...
Tips to Make Sure Your Flip Doesn’t Flop

Tips to Make Sure Your Flip Doesn’t Flop

by | | Uncategorized

Tips to Make Sure Your Flip Doesn’t Flop By Peter Rizzo We have many clients who use their Solo 401k’s and Checkbook IRA’s to invest in Real Estate by getting in on the flipping craze that has swept the country. While the TV shows and seminars make it seem easy and...
5 Ways the Solo 401(k) is Better than a SEP IRA

5 Ways the Solo 401(k) is Better than a SEP IRA

by | | Uncategorized

5 Ways the Solo 401(k) is Better than a SEP IRA By Peter Rizzo Every day, clients ask how they can get checkbook control of their SEP. While you can set up a SEP CheckBook IRA, the Solo 401(k) is a much better option, as you will see below. It’s a much stronger plan...