Changes for Retirement Plans By Peter Rizzo The Staff at CheckBook IRA wishes all our clients and prospective clients a Merry Christmas and joyous Holiday Season. We have clients and prospects with many different religions and beliefs but the one common denominator is...
Happy Thanksgiving By Peter Rizzo We at Check Book IRA want to wish all of you a very Happy Thanksgiving and hope that you surround yourself with family or loved ones. This is the time of the year when we take stock in our investment performance and pat ourselves on...
Unique Realtor Opportunity!Combine Your Retirement Accounts intoOne High Producing Investment Machine By Steve Sheppherd Very few Realtors are aware that Congress passed an act that allows Self-employed Business owners (Most Realtors) to enjoy the same flexibility and...
Creative Contributions By Jordan Sheppherd Contribution limits for a Solo 401k are much higher than an IRA, which is what allows those of us with self-employment income to grow our accounts at a much faster rate. Solo 401(k)s also enjoy a special exemption to the...
Why Go to the Trouble of Converting Your IRA to a Checkbook Controlled Solo 401(k)? By Peter Rizzo One of the first things we do when someone asks for information on the Check Book IRA is to determine if they could qualify for a Solo 401(k). (If they have any...
Why Go to the Trouble of Converting Your IRA to a Checkbook Controlled Solo 401(k)? By Peter Rizzo One of the first things we do when someone asks for information on the Check Book IRA is to determine if they could qualify for a Solo 401(k). (If they have any...