Blog
With Pensions At Risk…
Government Workers Must Demand Better 457 and 403(b) Retirement Plans The article below does and excellent job of laying out the dangers ahead for those workers TRAPPED in a government retirement plan. As with anything the government runs, is rife with incompetence,...
The Solo 401(k): The Best Choice for the Self-Employed
As we enter the era of Independent Contractors and small business owners, it’s important to understand and utilize all the retirement savings benefits and investment options that are possible.
Self-Directed Custodians: Finding One that Works
When it comes to selecting a Custodian for an IRA that is Self-Directed it’s important to know what to look for. Having a Self-Directed IRA means you have a different set of needs and your search for a Custodian should reflect that. Types of Investments: Consider...
How to make a Solo 401(k) Contribution after the deadline
How to Make a Solo 401(k) Contribution After the Deadline By Steve Sheppherd When April 15th approaches, many who are considering opening a Solo 401(k) lament the fact they may miss the contribution deadline for 2016. Unlike its IRA cousin, the Solo 401(k) deadline is...
Super-Charge Your Retirement Plan
Supercharge Your Retirement Plan By Steve Sheppherd Many traditional IRA plans are experiencing returns that are equal to or less than their custodial and management fees. Forbes Magazine dealt with this issue in their Personal finance section in an article titled "As...
Are Hidden Fees Draining Your Standard or Self-Directed IRA?
If you’ve had the opportunity to read Tony Robbins’ book, Money: Master the Game you are already aware of the dizzying array of hidden fees in your IRA or Self-Directed IRA.
Trump took charge of the Wollman Ice Skating Rink
It goes to show that when one can take control away from government, politicians and bureaucracies you can really accomplish something. Reminds me of what our clients get done with their IRA's once they get control! Enjoy the read....
Not as Many Americans Saving for Retirement
CORONA DEL MAR (CBSLA.com) — Sailing off into the sunset may just be a dream for many who still need to work to save. “If you can start to save in your 20s, that’s fantastic,” said Karen Sarten of Beacon Pointe Advisors. But the reality is one in three people,...
Canada Sell All of Its Gold
http://www.zerohedge.com/news/2016-03-03/its-official-moment-canada-has-no-gold-reserves-left
Check Book IRA LLC Report
A couple years old but still great information!
How to Legally Use an IRA to Buy Property in Costa Rica
Costa Rica is a popular place to expatriate to and invest in. A relatively low cost of living, a stable government; and gorgeous scenery and tropical climate make it a destination choice for people looking to start a new life or just to buy a second home.
A Nice Compliment from a Client
From Deane Cooper, a long-time Check Book IRA client.
Solo 401(k) is the BEST for Realtors
http://www.youtube.com/watch?v=brSGFz6rwUQ
Permitted Relatives in an IRA LLC
http://www.youtube.com/watch?v=806JXoDbvLM
China Dumping Treasuries and Buying Gold
On Friday, alongside China's announcement that it had bought over 600 tons of gold in "one month", the PBOC released another very important data point: its total foreign exchange reserves, which declined by $17.3 billion to $3,694 billion. We then put China's change...
Multi-Level Marketing (MLM) Retirement Program the 401(k)
http://www.youtube.com/watch?v=Tkxn1j6vtQ4
Can I Put IRA or Solo K Cash Under the Mattress?
As manager of the IRA LLC or the plan administrator of the Solo k, you have the ability to hold cash and it doesn’t have to be held at an institution.
How Can I Buy Real Estate in a Foreign Country with my IRA
https://www.youtube.com/watch?v=gmG_YHNWwbU
Equity Trust is Charged by SEC in Ponzi Scheme | Check Book IRA
Many of our Clients have come to us as refugees from Equity Trust and Sterling Trust. SEC Announces Charges Against Retirement Plan Custodian in Connection With Ponzi Scheme FOR IMMEDIATE RELEASE 2015-121 Washington D.C., June 16, 2015 —The Securities and Exchange...
29% of Americans Have Zero Retirement Savings
This article from CNBC Shows more Americans Need our Services ! How bad is America doing when it comes to retirement savings? The Government Accountability Office looked into the question, and its answer is sobering. A new GAO analysis finds that among households with...
How much work can a Manager do on a property?
[1:37] Steve covers the principles of a manager of a Check Book IRA LLC or the plan administrator doing minor work on a property owned by their plan. There’s no hard fast rule but common sense needs to be used. Transcript Working On Your IRA-Owned Property Often...
Investor Tip #20 Making the Worst into the Best
Steve shares some insights from his investing experience.
A Cheap Dress up to a Real Estate Fixer Upper
Steve shares an inexpensive way to dress up and add value to a small fixer upper property.
