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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...

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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...

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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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