Blog
What Happens to my Check Book IRA if I Move?
What happens to your Check Book IRA if life knocks on your door and you end up moving to another state?
Crypto Consultant Podcast
Kim’s “why” is to learn things people think only experts can learn, make it her own in some systematic way and then teach it back to others who need that information to improve their business or life.
Tips for Getting your Offer Accepted in a Seller’s Real Estate Market
WE came across some information that should be helpful in getting your offer accepted when you find the ideal property.
Do I Still Need a Custodian After My Check Book IRA Setup?
Clients are often confused about the role of the Custodian after their Check Book IRA is completed.
Affiliate Spotlight: Russell Wilkie
Retirement Guardians is honored to Have an Affiliation with Russell Wilkie
Buying and Selling Notes
One of the many advantages of having Checkbook Control of your retirement account is the ability to buy, sell, trade or hold real estate notes.
Checkbook IRA Would like to Welcome our Latest Affiliate
“Having to be financially literate is something that I learned from a young age.”
Not All Financial Advisors are Created Equally
Many of you use financial advisors and are extremely happy with them, but if you are shopping around, here are some things to consider.
Why 401(k)s are Better Protected
If you haven’t yet taken the step into self-directing your own retirement funds, take a second and hard look at the Solo 401(k). Its worth it.
You Can’t Take it With You: But You Can Decide Where it Goes
There is one area that is often overlooked by clients: the IRA beneficiary.
Is a Check Book IRA LLC or Self-Trusteed Solo 401k Right for You?
If you’re wondering whether a checkbook controlled IRA or Solo 401(k) is for you, here are a few statements to see where you fit.
What to Look for in an Advisor
Every day we see people who have tremendous results from their financial advisors and we also hear the horror stories.
Contribution Reminders for IRA LLCs & Solo 401(k)s
Here is a breakdown of the contribution deadlines for IRA LLCs & Solo 401(k)s.
Minimizing Taxes in your Retirement Plan
There are ways to minimize the taxation. We asked a noted Tax attorney Tim Berry to comment on this.
Real Estate Investing: Getting Ahead of the Curve
If you’re thinking of pursuing real estate as part of your retirement investment we highly recommend that you start the setup process well ahead of time.
The Gold Medal Winner of the Retirement Savings Olympics
This drove home the idea that if you can qualify for the Solo CheckBook 401(k), it’s a wise move…
No Checkbook Control? Your Custodian Stinks: Jordan’s Story
Let this serve as a cautionary tale for anyone either using a self-directed IRA to make investments…
The Investment Lessons from the Tale of “The Tortoise and the Hare”
What investing lessons can we learn from a fable that is over 2,500 years old?
Keeping Your Wallet Safe
Bitcoin may be generating more buzz than the Super Bowl this year.
Meet Our Founder and Chairman Steve Sheppherd
Steve is what CheckBook IRA is all about – “The latest technologies combined with old-fashioned values”.
New Tax Bill & Your Retirement Account
As we ring in 2018, a lot of clients are looking to the new tax bill to see how its going to affect them, and what opportunities it offers to save some of their hard-earned money.
Meet Alisha Bennett | Highlighting Our Management Team
Being our COO – every one of our clients and affiliates have dealt with Alisha in one form or another. Alisha is the person that everyone looks to for answers and has the ability to help clients better understand the process.
In-Kind Distributions
Distributing in-kind assets isn’t a complicated process but it does require a bit more legwork on the part of the client.
Meet Jordan Sheppherd | Highlighting Our Management Team
We would like to highlight our management team so you personally know who you’re communicating with to help secure your financial future.