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Using an IRA Trust to Streamline Real Estate Closings and Partner Deals

Using an IRA Trust to Streamline Real Estate Closings and Partner Deals

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Using an IRA Trust to Streamline Real Estate Closings and Partner Dealsby Peter Rizzo When you invest in real estate through your retirement account, the speed of closings and clarity of structure matter a lot. An IRA Trust can help simplify smoother closings and make...
IRA LLC vs. IRA Trust vs. Solo 401(k): Which One Fits Your Investing Style?

IRA LLC vs. IRA Trust vs. Solo 401(k): Which One Fits Your Investing Style?

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IRA LLC vs. IRA Trust vs. Solo 401(k): Which One Fits Your Investing Style?by Peter Rizzo If you’re evaluating how to structure your self-directed retirement investments, you’ve probably seen options like IRA LLC (checkbook control), IRA Trust, and Solo 401(k). Each...
Why More Retirees Are Turning to Checkbook IRAs for Diversification

Why More Retirees Are Turning to Checkbook IRAs for Diversification

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Why More Retirees Are Turning to Checkbook IRAs for Diversificationby Peter Rizzo For many retirees, financial peace of mind is not just about having enough money saved. It is also about having the right mix of assets, flexibility, and control. More and more retirees...
The Tax Treatment of Checkbook IRAs: What Every Investor Should Know

The Tax Treatment of Checkbook IRAs: What Every Investor Should Know

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The Tax Treatment of Checkbook IRAs: What Every Investor Should Know by Peter Rizzo When you use a Checkbook IRA, whether via an LLC, a Trust, or a Solo 401(k) structure, the tax advantages are real. But so are the traps. Understanding how tax law treats income,...
Top Mistakes Investors Make with IRA LLCs and How to Avoid Them

Top Mistakes Investors Make with IRA LLCs and How to Avoid Them

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Top Mistakes Investors Make with IRA LLCs and How to Avoid Them by Peter Rizzo I love seeing investors take control of their retirement accounts, but I also see the same avoidable mistakes over and over. An IRA LLC gives you speed and flexibility, and that’s great,...
What Economic Uncertainty Means for Self-Directed Retirement Accounts

What Economic Uncertainty Means for Self-Directed Retirement Accounts

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What Economic Uncertainty Means for Self-Directed Retirement Accounts by Peter Rizzo We’re living in a period where the only constant seems to be change. Interest rate moves, sticky inflation, housing market swings, and global political events continue to keep...
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    Solo 401(k)

    • Solo 401(k)
      • Legal Investments in a Solo 401(k)?
      • The Solo 401(k) Set Up Process
      • UBIT & UDFI

    Check Book IRA University

    • Check Book IRA University
      • Foreign Investments
      • Is An IRA LLC Legal?
      • Prohibited Transactions
      • Reporting & Bookkeeping

    Blog

    • Using an IRA Trust to Streamline Real Estate Closings and Partner Deals
    • IRA LLC vs. IRA Trust vs. Solo 401(k): Which One Fits Your Investing Style?
    • The Benefits of a Self-Directed IRA
    • Why More Retirees Are Turning to Checkbook IRAs for Diversification
    • The Tax Treatment of Checkbook IRAs: What Every Investor Should Know
    • Top Mistakes Investors Make with IRA LLCs and How to Avoid Them

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