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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.

This drove home the idea that if you can qualify for the Solo CheckBook 401(k), it’s a wise move…

Let this serve as a cautionary tale for anyone either using a self-directed IRA to make investments…

What investing lessons can we learn from a fable that is over 2,500 years old?

Bitcoin may be generating more buzz than the Super Bowl this year.

Steve is what CheckBook IRA is all about – “The latest technologies combined with old-fashioned values”.

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.

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.