Why Custodians Don’t Tell You About Checkbook IRAs

Why Custodians Don’t Tell You About Checkbook IRAs

Why Custodians Don’t Tell You About Checkbook IRAs by Peter Rizzo If you’ve ever opened a self-directed IRA through a custodian, you may have noticed something missing from the conversation: any mention of a Checkbook IRA. It’s not because they’re illegal. They’re...
It’s Form 5500-EZ Season

It’s Form 5500-EZ Season

It’s Form 5500-EZ Season (2025) by Peter Rizzo What is the Form 5500-EZ? Form 5500-EZ is a two-page report that the IRS requires to be filed specifically for certain Solo 401 (k) plans.   Who files the Form 5500-EZ? As the Trustee of your Solo 401 (k) plan, it...