Blog

Non Recourse Financing

Non Recourse Financing

Non Recourse Financing by Peter RizzoWith the increased real estate values across the country, many clients are asking about taking out loans to buy real estate with their Solo 401k’s or Check Book IRA’s. The one rule is it must be a non-recourse loan and here is some...

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UDFI: Friend or Foe?

UDFI: Friend or Foe?

UDFI: Friend or Foe? by Peter RizzoOur take is you should be happy to pay UDFI and before you think we have completely lost our minds read the entire article.  What is UDFI? When a tax-exempt entity such as a non-profit or IRA receives income from property that has...

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Is the Real Estate Market Crashing?

Is the Real Estate Market Crashing?

Is the Real Estate Market Crashing? by Peter RizzoThis is a headline that I have been seeing over and over again in many of the online publications such as Forbes, Wall Street Journal and many others. One of the reasons for it, is that we are in a society of Clickbait...

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Annual Requirements for IRA LLCs & Solo 401(k)s

Annual Requirements for IRA LLCs & Solo 401(k)s

Annual Requirements for IRA LLCs & Solo 401(k)s by Peter RizzoA few weeks ago, we published an article in the Shield regarding the 5500 EZ form that some Solo 401k clients are required to file. We had some responses from clients who use an IRA LLC, asking for a quick...

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Solo 401k Restatement Documents Deadline is July 31

Solo 401k Restatement Documents Deadline is July 31

Solo 401k Restatement Documents Deadline is July 31   by Jordan SheppherdThis reminder applies only to our Solo 401k clients. The below information does not apply to an IRA LLC structure. This is a quick reminder to all of our Solo 401k clients, that you must...

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Make Lemonade From Lemons

Make Lemonade From Lemons

Make Lemonade From Lemons   by Peter RizzoTo all of you that are bemoaning the fact that your IRA’s or 401k’s are taking a dive in value, there are two things to do: 1. You can pour a glass of wine and bemoan the value you lost, letting everyone within earshot...

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Celebrating Our Independence

Celebrating Our Independence

Celebrating Our Independence   by Peter RizzoAs we celebrated 246 years of America’s independence, every day people are celebrating their financial investing independence. The majority of most people’s investment portfolio is tied up in their IRAs or 401(k)s....

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Reminder: Form 5500-EZ Due by July 31, 2022

Reminder: Form 5500-EZ Due by July 31, 2022

Reminder: Form 5500-EZ Due by July 31, 2022   by Jordan SheppherdIt’s hard to believe we’ve crossed the halfway point of 2022. I’m sure I’m not alone in saying it seems like yesterday we were celebrating the New Year. For those of you who have Solo 401k plans,...

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Tax Lien Investing – What to Know

Tax Lien Investing – What to Know

Tax Lien Investing – What to Know By Peter RizzoWith a finicky stock market, tax lien investing is becoming popular. Here’s what you need to know before jumping in: Tax lien investing can give your portfolio exposure to real estate — all without having to actually own...

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Where’s My Crypto?

Where’s My Crypto?

Every day, we talk to people who are trying to determine if a fully self-managed retirement account ( Checkbook IRA, Checkbook Controlled Solo 401k ) is their best option.

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This Seems Too Easy, What Mistakes Could I Make?

This Seems Too Easy, What Mistakes Could I Make?

When looking at the different road maps and reading the website, there seems like very few rules for something that we have been told is very complicated. The rules of Checkboook IRA LLC and the Solo 401(k) are very simple.

Here are a few tips to stay on the right side of the rules:

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