Blog

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.

Distributing in-kind assets isn’t a complicated process but it does require a bit more legwork on the part of the client.

We would like to highlight our management team so you personally know who you’re communicating with to help secure your financial future.

In order to help with the decision on whether this investment tool is right for you, we’ve listed four of the advantages our Check Book IRA provides.

As we head into the end of the year, we thought our IRA LLC and Solo 401(k) clients would appreciate a short and sweet list of things to do.

Everyone’s business is now everyone’s business. It’s the age old conundrum of convenience versus freedom from interference.

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

The IRS just released Notice 2017-64, making some changes, starting in 2018, to contribution limits of retirement accounts.

If you do decide to buy Bitcoin or some other crypto-currency, you’ll have a lot easier time of it with an IRA LLC or especially a Solo 401(k).

If you’re thinking of converting some tax-deferred funds to a Roth IRA or Roth 401(k), don’t make the mistake of converting cash.

ROTH IRAs or Kiddie ROTHs are an excellent way to start a nest egg for your child. They can take advantage of the Check Book IRA when they’re old enough.

Vetting Your Investment Opportunities By Peter Rizzo The Checkbook IRA and the Checkbook-Controlled Solo 401(k) give you the ultimate control over your retirement savings. With any freedom, though, comes responsibility. You are completely responsible to make...

Dealing with banking issues can be frustrating. And when you have a Check Book IRA or a Solo 401(k), it can stop a deal in its tracks.

The UBIT Tax: Be Aware but Don't be Afraid By Peter Rizzo Every week, a number of prospective clients and current clients contact us about the fear of UBIT taxes. We are finding that many self-directed real estate IRAs don’t address this topic and people that are...

We all know (or should know), that personally guaranteeing a loan, made to your Self-Directed IRA, IRA LLC, or Solo 401(k) is prohibited. What if there were an exception, though?

Recently, a client was very disappointed to learn that their 401(k) was not transferable; they’d assumed because they were 100% vested that the funds could be moved.

We are asked on a daily basis if you can invest in Cryptocurrency with your Checkbook IRA or Solo 401k and the answer is a resounding YES.

HOUSE REMODELING TIPS BY STEVE SHEPPHERD Having bought, remodeled, and sold some 50 houses over the years, I'm sharing some of the principles I've learned and lived by.

How to Avoid the Headache of Inherited IRAs By Alisha Bennett Inherited IRAs are often an enormous source of confusion for clients. Can they create a Check Book IRA with an Inherited IRA? Yes, they can. Can they commingle the funds in the Inherited IRA with their own...

Invest Like a Pro by Learning from the Pros By Peter Rizzo Every day, people are realizing that they have this nest egg they’ve saved in their retirement plan and it’s not bringing the type of return they’re looking for. They’ve been chained to only a few investments...

You have a power when you are buying that you don’t when selling. As the buyer, you can simply walk away and fight another day.

Every week, we get a number of people who say, “I have my investments professionally managed.” Our response is that’s great, but you might want to look at the flexibility you’ll have by getting checkbook control over your retirement accounts.

You probably know that if you make more than $117,000 as a single-filer, or $194,000 as a joint filer, you don’t qualify to contribute to a Roth IRA. What if I told you there’s a simple workaround to this problem?