401(k)s: Top Myths

Recently, a client was very disappointed to learn that their 401(k) was not transferable; they’d assumed because they were 100% vested that the funds could be moved.

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Panama Investment Opportunity

Panama Investment Opportunity By Jordan Sheppherd Recently we’ve had quite a few clients contact us to ask if we have any investments we recommend. We’re not an investment company, so I don’t know that I recommend any investments in particular, but I thought I would...

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House Remodeling Tips

HOUSE REMODELING TIPS BY STEVE SHEPPHERD Having bought, remodeled, and sold some 50 houses over the years, I’m sharing some of the principles I’ve learned and lived by. Remodeling Touchables in a House 3 Essential House-Remodeling Partners Facebook Twitter...

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How to Avoid the Headache of Inherited IRAs

How to Avoid the Headache of Inherited IRAs By Alisha Bennett Inherited IRAs are often an enormous source of confusion for clients. Can they create a Check Book IRA with an Inherited IRA? Yes, they can. Can they commingle the funds in the Inherited IRA with their own...

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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...

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How NOT to use a Roth IRA

How NOT to use a Roth IRA By Jordan Sheppherd A little over a year ago, a court case came out involving a Roth IRA/Corporation structure, the facts of which are almost comical. The case is Polowniak v. Commissioner TC 2016-31. You can see it on the US Tax Court’s...

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Contributing Assets to a Solo 401(k)

Because most people are used to contributing cash to a retirement account, it’s easy to think that cash and only cash can be contributed. For an IRA this is certainly true, but not for a Solo 401(k).

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

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 and gives you many more options to maximize your income deferment and investment options.

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Who’s Really in Control of Your Retirement Account?

Every day we talk to people who believed, when they setup their Self-Directed IRA elsewhere, that they were getting complete control of their Individual Retirement Account or 401(k).

Then the reality sinks in. Although they have widened their investment options, their Retirement Accounts are still under the control of a custodian to make and manage their investments.

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Crowd Funding

A Great Way for the Novice Investor to get in on the Real Estate Boom.

Everyday, I talk to people who want to jump in the real estate market to get higher returns on their IRA or Solo 401(k) investments. The Checkbook IRA and Solo 401(k) are perfect vehicles for this.

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So You Think You Own Gold

Every day, we talk to clients who have invested in various metals, like Gold, but are confused about what they actually own. Some have certificates and serial numbers with the depository listed, while others only have a certificate to supply the metal upon their demand.

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