


The Pros and Cons of Using a Checkbook IRA for Tax Liens and Deeds
The Pros and Cons of Using a Checkbook IRA for Tax Liens and Deeds by Peter Rizzo If you’ve been exploring ways to diversify your retirement portfolio, you’ve probably come across tax liens and deeds as an option. They’re a popular choice among experienced Checkbook...
Crypto Winter or Opportunity? What a Bear Market Means for IRA Investors
Crypto Winter or Opportunity? What a Bear Market Means for IRA Investors by Peter Rizzo When crypto tanks, it’s easy to panic—many have definitely been there. Watching the value of digital assets in a self-directed IRA drop like a rock during a bear market feels...
Avoid These Common Mistakes When Filing Taxes with a Checkbook IRA
Avoid These Common Mistakes When Filing Taxes with a Checkbook IRA by Peter Rizzo Avoid These Common Mistakes When Filing Taxes with a Checkbook IRA If you’re like me and use a Checkbook IRA, tax season can get a little tricky. It’s not just about plugging numbers...
How Small Business Owners Can Use a Solo 401(k) to Reduce Self-Employment Taxes
How Small Business Owners Can Use a Solo 401(k) to Reduce Self-Employment Taxes by Peter Rizzo If you’re a small business owner or freelancer, you know self-employment taxes can take a big bite out of your income. But a Solo 401(k) isn’t just for retirement...