by | | 401k, Client Questions, Common Questions, Economics, IRA LLC, Steve's Investment Tips
What’s the Difference Between Self-Directed IRAs and Check Book IRAs By Peter F. Rizzo Daily I receive questions from clients regarding the differences between a Self-Directed IRA and a Check Book IRA. I’ve laid out a summary of the two types of IRA setups as well as...
by | | 401k, Economics, Investment tips, Retirement Ideas, Self Directed IRA
Does Your IRA Investing Have Purpose? On my daily browse of the world of finance I came across this article about successful investing. What struck me most was the first key, investing with a purpose. Often, prospective clients will ask if we have investments...
by | | 401k, IRA LLC, Self Directed IRA
If Not Now, When? By Alisha Bennett We’ve all seen the scare-tactics type articles in the news: “less than 50% of Americans have retirement savings”, “40% of Americans will be living at poverty level by retirement age,”. Most contain long list of frightening...
by | | 401k, IRA LLC, Self Directed IRA, Uncategorized
Will Owning a Check Book IRA or Solo 401(k) Shut Me Out of the Stock Market? Clients are often surprised to learn that managing a Self Directed IRA or Check Book IRA doesn’t mean that they are shut out of the Stock Market. Although information about Check Book IRAs...
by | | 401k, Current Events, Economics, Self Directed IRA
Government Workers Must Demand Better 457 and 403(b) Retirement Plans The article below does and excellent job of laying out the dangers ahead for those workers TRAPPED in a government retirement plan. As with anything the government runs, is rife with incompetence,...
by | | 401k, IRA LLC, Real Estate, Self Directed IRA
The Solo 401(k): The Best Choice for the Self-Employed By Peter Rizzo As we enter the era of Independent Contractors and small business owners, it’s important to understand and utilize all the retirement savings benefits and investment options that are possible....
