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 | | 401k, Investment tips, Retirement Ideas, Steve's Investment Tips
Borrowing From Your Solo 401(k) By Steve Sheppherd Another real advantage of the Solo 401(k) over an IRA is the ability to borrow money from your 401(k) personally. Not an investment, obviously you can do that. You are Trustee of the plan. If you need money...
by | | 401k, Economics, Investment tips, IRA LLC, Retirement Ideas, Steve's Investment Tips
Spouses in a Solo 401(k) By Steve Sheppherd Spouses Can Combine IRAs Into A Solo 401(k) One of the additional advantages of the Solo 401(k) is that a husband and wife can combine their retirement plans into one plan, and thus combine their funds to do investing. For...
by | | 401k, Investment tips, IRA LLC, Real Estate, Retirement Ideas, Steve's Investment Tips
Can I Buy Foreign Real Estate with my IRA or 401(k)? By Steve Sheppherd A lot of people would like to buy a property in other countries with their retirement fund. It is just next to impossible using a regular self directed custodian. Each country has their own...
by | | Common Questions, Economics, Investment tips, IRA LLC, Most Popular Posts, Retirement Ideas
Tax Return for LLC Do you file a Tax Return for a Check Book IRA-LLC? Well, normally you do not, because normally we set them up as a single-member LLC. They are called the single-member entity, the IRS calls it a “Disregarded Entity”. And that simply means...
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...
