My Solo 401(k) Can Loan Money to Me?

My Solo 401(k) Can Loan Money to Me?

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My Solo 401(k) Can Loan Money to Me? By Jordan Sheppherd There are a lot of great things about the Solo 401(k), but one of most convenient is the fact that you can take a loan from it. You can’t take a loan from your IRA, as that would be considered self-dealing;...
Guard Your Future

Guard Your Future

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Guard Your Future By Peter Rizzo Last week I was reading this article about Kevin Garnett, one of the all-time great basketball players, and his lawsuit against some former advisers over the alleged $77 million fraud. I am not going to be judge and jury and decide who...
Stocks and UDFI (Unrelated Debt Financed Income)

Stocks and UDFI (Unrelated Debt Financed Income)

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Stocks and UDFI (Unrelated Debt Financed Income) By Alisha Bennett Recently, we’ve had a few questions about Unrelated Debt Financed Income (UDFI) and how it might apply to investments in the Check Book IRA structure. Oh yes, UDFI, that four letter “word” that can...
A Retirement Tool Box

A Retirement Tool Box

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A Retirement Guardian Tool Box By Steve Sheppherd Digging a ditch without the right tools is doubly hard. Guiding, growing and guarding your retirement without the right tools is hard as well. From time to time, The Shield will feature a “tool” to help you on your...