Blog

What to Look for in an Advisor

What to Look for in an Advisor

A Certificate of Good Standing IS NOT mandatory and can be purchased directly from the Secretary of State’s office at a fee that is usually significantly less than the Certificate Services company offers.

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Do I Need a Certificate of Good Standing?

Do I Need a Certificate of Good Standing?

A Certificate of Good Standing IS NOT mandatory and can be purchased directly from the Secretary of State’s office at a fee that is usually significantly less than the Certificate Services company offers.

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Changes to Retirement Distribution Rules Summarized

Changes to Retirement Distribution Rules Summarized

A number of changes have been made to the tax code to provide relief to taxpayers, and some of those changes involve retirement plans. As you all probably know, the CARES Act was passed recently. I thought I would summarize the changes that Act brought about, and what it means for you.

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Changes for Retirement Plans

Changes for Retirement Plans

Here are answers to questions Wall Street Journal readers have raised about the retirement provisions of the bill, which President Trump is expected to sign into law, and its effect on 401(k) and individual retirement accounts.

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Changes for Retirement Plans

Changes for Retirement Plans

Here are answers to questions Wall Street Journal readers have raised about the retirement provisions of the bill, which President Trump is expected to sign into law, and its effect on 401(k) and individual retirement accounts.

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Happy Thanksgiving 2019

Happy Thanksgiving 2019

We at CheckBook IRA want to wish all of you a very Happy Thanksgiving and hope that you surround yourself with family or loved ones. This is the time of year when we take stock in our investment performance and pat ourselves on the back or give ourselves a kick in the pants.

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Creative Contributions

Creative Contributions

These two features of a Solo 401(k) can be combined to do something very interesting; something you wouldn’t think is allowed at first glance.

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Can My Solo 401(k) Open a Brokerage Account?

Can My Solo 401(k) Open a Brokerage Account?

A Solo 401(k) can certainly open a brokerage account, and can engage in just about any type of trading you can imagine. Everything from the holding of plain old stocks and mutual funds, to options trading, to trading on margin, all of it can be done in a brokerage account.

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Keep Your LLC in Compliance

Keep Your LLC in Compliance

Once your Check Book IRA is setup, it’s extremely important to keep your LLC in compliance with any State filing requirements. The flip side to the freedom of managing your investments is that you are responsible for any filings that the State may require.

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