Blog

Net of Fees

Net of Fees

The simple solution is to always have a custodian of your accounts that charges a flat rate and can be easily calculated.

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Private Lending

Private Lending

With the Fed raising rates and good people still rebuilding their credit from the Pandemic, Private Lending is becoming a popular investment for the savvy investor.

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Contribution Limits and Planning

Contribution Limits and Planning

This is the time of year when we look for tax deductions and plan for next year. Planning our IRA and Solo 401(k) is part of the process. Remember your Solo 401(k) plan must be set up by December 31st to make 2022 contributions, whereas, your IRA can be set up the day taxes are due in 2023.

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Hold on to your Assets!

Hold on to your Assets!

One of the benefits of self-managed accounts like Check Book IRA, LLCs, and our Solo 401(k)’s, is that you have the ability to control your assets.

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Making the Best Out of a Disaster

Making the Best Out of a Disaster

We have many clients that were affected by Hurricane Ian. Our hearts go out to them, for some of America’s most beautiful areas were left destroyed or in need of major repair.

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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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