Blog

Raising the debt ceiling can have various effects on investments, depending on the specific circumstances and market conditions.

Here are some tips that we learned from the people who have had success over the last year.

Here is a breakdown of some of the changes that could affect your planning for contributions and also your future RMDs.

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.

To get started in crypto, you must open the exchange/crypto account in the name of the LLC. You cannot use a previously set up crypto account for the LLC.

Here are some tips to secure your assets or expose those trying to get their hands on them.

By the rules, yes, but there is a caveat. You must find an institution that deals on the exchange that you want to trade in.

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

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.

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.

In a fluctuating real estate market, short term rentals have become very popular.

Lately, there seems to be a confusion between Self- Directed IRA Companies and those who offer Checkbook Control. This holds true for Self-Directed 401(k)’s too, but today we will deal with Checkbook IRAs.

There are many instances where an IRA/LLC owner would like to invest the cash from their IRA/LLC checking account into stocks or other publicly-traded investments.

Here is a breakdown of some of the changes that could affect your planning for contributions and also your future RMDs.

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.

Thinking of doing a Roth Conversion with your Check Book IRA or your Solo 401(k)? Here are Five Reasons to Convert Now.

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.

Remember that if you are contemplating a Solo 401(k) the plan mut be set up by December 31st for a 2022 contribution. The below should help you for your planning of 2023.

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.

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.

Many of our clients are piling their cash in order to pounce when they feel a deal is too good to pass up. This is a strategy used by many savvy investors, but it has its pitfalls so be sure you know what to watch for.

This is a very quick note to all new and experienced investors that have cryptocurrency or different Blockchain investments in their portfolios.

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...

Avoid The Scams – They grow during a downturn in the economy by Peter RizzoI think everybody will agree that in today’s world, everybody’s view of the economy and all the issues going on are making people unsettled. When this happens, there seems to be a search for a...