Blog

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...

Solo 401k Restatement Documents Deadline is July 31   by Jordan SheppherdThis reminder applies only to our Solo 401k clients. The below information does not apply to an IRA LLC structure. This is a quick reminder to all of our Solo 401k clients, that you must...

Make Lemonade From Lemons   by Peter RizzoTo all of you that are bemoaning the fact that your IRA’s or 401k’s are taking a dive in value, there are two things to do: 1. You can pour a glass of wine and bemoan the value you lost, letting everyone within earshot...

Celebrating Our Independence   by Peter RizzoAs we celebrated 246 years of America’s independence, every day people are celebrating their financial investing independence. The majority of most people’s investment portfolio is tied up in their IRAs or 401(k)s....

Reminder: Form 5500-EZ Due by July 31, 2022   by Jordan SheppherdIt’s hard to believe we’ve crossed the halfway point of 2022. I’m sure I’m not alone in saying it seems like yesterday we were celebrating the New Year. For those of you who have Solo 401k plans,...

Reminder: Form 5500-EZ Due by July 31, 2022   by Jordan SheppherdIt’s hard to believe we’ve crossed the halfway point of 2022. I’m sure I’m not alone in saying it seems like yesterday we were celebrating the New Year. For those of you who have Solo 401k plans,...

Money Lending:The New Popular Way to Invest with Structured Returns By Peter RizzoMoney lending is becoming a very popular method of getting a return on your investment dollar. A large group of society had their credit scores hit hard from the pandemic and many...

Tax Lien Investing – What to Know By Peter RizzoWith a finicky stock market, tax lien investing is becoming popular. Here’s what you need to know before jumping in: Tax lien investing can give your portfolio exposure to real estate — all without having to actually own...

Every day, we talk to people who are trying to determine if a fully self-managed retirement account ( Checkbook IRA, Checkbook Controlled Solo 401k ) is their best option.

Every day, we talk to people who are trying to determine if a fully self-managed retirement account ( Checkbook IRA, Checkbook Controlled Solo 401k ) is their best option.

Every day, we talk to people who are trying to determine if a fully self-managed retirement account ( Checkbook IRA, Checkbook Controlled Solo 401k ) is their best option.

Every day, we talk to people who are trying to determine if a fully self-managed retirement account ( Checkbook IRA, Checkbook Controlled Solo 401k ) is their best option.

Here are a few tips that might help you in your quest for stability and appreciation in your retirement accounts using Real Estate:

When looking at the different road maps and reading the website, there seems like very few rules for something that we have been told is very complicated. The rules of Checkboook IRA LLC and the Solo 401(k) are very simple.

Here are a few tips to stay on the right side of the rules:

Every day, we talk to people who are trying to determine if a fully self-managed retirement account ( Checkbook IRA, Checkbook Controlled Solo 401k ) is their best option.

Most self-directed plans allowing Bitcoin or other Crypto assets are extremely expensive to maintain and don’t allow you the ability to move money back and forth to different investments. This is why our Checkbook IRA or Solo 401k are such good choices for these types of investment.

In summary, don’t fall for the Labor Law Poster scam. Posters aren’t required if you have no employees. With Check Book IRA LLC structure, you are a Manager, not an employee.

We’ve seen a huge increase in interest in cryptocurrencies over the last six months or so, and more and more clients are asking about the possibility of converting cryptocurrencies to a Roth IRA or Roth 401(k).

You are probably wondering why we would talk about vacation rentals a few days before Christmas, but surprisingly this is the time of year when people think most about their investment strategy for the upcoming year. More people working remotely and spending a portion of the year in vacation areas thus igniting areas that used to only be getaways.

For all of our current and future Solo 401(k) clients, I would like to recognize a company named PenChecks. This company specializes in (among other things) processing all the documents and tax payments for 401(k) distributions, including withholdings. We’ve been referring clients on an individual basis for awhile now, and I’ve been impressed with their services.

This is just another Idea to fill a need in the housing market for there are some good people who can’t qualify for a long term mortgage or haven’t saved for a down payment and this way they can eventually get their home and you have gotten a solid investment return.

Here are some tips to hopefully ensure your funds get to the right person or company as quickly as possible