by | | Client Questions, Common Questions, IRA LLC, Retirement Ideas
Is a CheckBook IRA right for me? By Peter F. Rizzo People are asking themselves this question every day. With many brokerages and investment advisers touting their expertise and road to a comfortable retirement people are questioning more and more what is the best...
by | | Client Questions, Common Questions, Economics, Investment tips, IRA LLC, Most Popular Posts, Real Estate, Retirement Ideas, Steve's Investment Tips
How to Buy Real Estate With Your IRA By Peter F. Rizzo Every day, people are trying to figure out what is the best long-term investment for their IRA funds. With the unpredictability of the stock market and the risks of other high yield investments real estate is...
by | | Client Questions, IRA LLC
Opening an IRA LLC Bank Account By Steve Sheppherd There is one thing that you have to remember. The IRA owned LLC is simply a business. It is a limited liability company and you’re always opening up a business account. It is not an IRA account. It don’t even breathe...
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, Client Questions, Common Questions, Investment tips, IRA LLC, Real Estate, Self Directed IRA
[1:37] Steve covers the principles of a manager of a Check Book IRA LLC or the plan administrator doing minor work on a property owned by their plan. There’s no hard fast rule but common sense needs to be used. Transcript Working On Your IRA-Owned Property Often...
by | | Client Questions, Most Popular Posts, Self Directed IRA, Uncategorized
Rolling Over Accounts to Your Check Book IRA: Problem Accounts By Jordan Sheppherd When a prospective client calls us asking about the IRA LLC structure, I always start off by asking them what accounts they plan on moving over to the new structure. I ask this at the...
