Blog
Exploring Non-Recourse Mortgages for IRA-Owned Properties
Even though a SEP IRA is the most used plan in the financial industry we believe that hands down the SOLO 401k is the best solution.
Revolutionizing Bitcoin Trading
Revolutionizing Bitcoin Trading The Power of Algorithmic Trading Revolutionizing Bitcoin Trading: The Power of Algorithmic TradingPodcast with Maximillian Pace CEO of Animus Technologies Animus Technologies CEO Maximillian Pace discusses their approach to Bitcoin...
Happy Thanksgiving
You have as much control as you want, but you can enlist the help of a professional advisor whenever you so desire.
Self Employed or Have Some 1099 Earnings? Super Charge Your Retirement Plan with a Solo 401k
Even though a SEP IRA is the most used plan in the financial industry we believe that hands down the SOLO 401k is the best solution.
Animus Technologies Update
Animus can work with different exchanges and give you full control of your account which is very rare with fund managers.
Checkbook IRA or Self-Directed IRA: Which is Best for You?
Before pursuing a self-directed IRA or checkbook IRA, it’s advisable to consult with a financial advisor or tax professional.
Thinking of Converting Your SEP IRA to a Solo 401(k)?
Changing your SEP IRA to a Solo 401(k) can be a beneficial financial move for some individuals, but it’s not the right choice for everyone. The decision should be based on your specific financial goals, circumstances, and needs.
Investing in Real Estate Notes with Your IRA A Smart Wealth-Building Strategy
The decision to convert a Traditional IRA to a Roth IRA is a complex one and depends on your individual financial situation and goals.
Investing in Real Estate Notes with Your IRA A Smart Wealth-Building Strategy
Real estate notes, also known as mortgage notes or promissory notes, are legal documents that represent a borrower’s promise to repay a debt.
Power of Self-Directed Retirement Investments Empowering Your Financial Future
A growing number of individuals are recognizing the merits of self-directed retirement investments.
Harnessing the Power of AI: A New Frontier in Bitcoin Trading
AI-powered trading systems can process information at lightning speed, enabling them to react swiftly to market changes.
Vetting Private Loans
Here are some steps to consider when vetting a private loan investment.
Vetting a Real Estate Investment
Vetting a real estate investment requires a comprehensive evaluation of various factors, including property fundamentals, market conditions, financial analysis, and legal considerations.
Vetting an Investment
Vetting an investment involves conducting a thorough evaluation and analysis to assess its potential risks and rewards.
Inherit A Roth IRA? Watch Out For Penalties For Missing RMDs
Roth IRA owners don’t have mandated withdrawal requirements during their lifetimes. But that’s not the case for those who inherit a Roth IRA.
Have a Solo 401(k)? Remember to File Your 5500-EZ by July 31st if the Plans Assets are Greater Than $250,000
If you have a Solo 401(k), remember that you must file a Form 5500-EZ by July 31, 2023 if your Solo 401(k)’s total value exceeded $250,000 as of December 31, 2022.
Time is Running Out to Repay Covid-Era 401(k), IRA Withdrawals and Claim a Tax Refund
Retirement savers who withdrew money from their accounts in the early days of the Covid-19 pandemic may have just days or weeks left to repay those funds and reap the tax benefits.
Protect Your Wealth!
While traditionally, IRA beneficiaries have been designated as individuals, nothing in the tax code says your IRA beneficiaries have to be individuals.
Alternative Investments in Your Retirement Account
The best way to invest retirement funds in alternative assets is to do your research and choose investments that are appropriate for your risk tolerance and investment goals.
Should You Self-Manage Your IRA Rental or Hire a Property Manager?
If you’ve recently purchased a rental property with your Check Book IRA, LLC, then you probably have an important question on your mind: Should I self-manage my IRA property, or hire a property manager?
What Will Raising the Debt Ceiling Do to My Investments?
Raising the debt ceiling can have various effects on investments, depending on the specific circumstances and market conditions.
Investing Success Tips for 2023
Here are some tips that we learned from the people who have had success over the last year.
Tax Filing Deadline is Coming Up Know Your Contribution Limits and RMD Amount
Here is a breakdown of some of the changes that could affect your planning for contributions and also your future RMDs.
Checkbook Control of Your Retirement Savings Gives You More Than Just Freedom of Investment Choices
Many of our clients have reported back that when they got checkbook control of their retirement accounts, they got much more than an increased number of investment choices.