It’s Form 5500-EZ Season by Peter Rizzo This is a friendly reminder that the filing deadline for the 5500-EZ is July 31. What is the Form 5500-EZ? Form 5500-EZ is a two page report the IRS requires to be filed specifically for certain Solo 401k plans. Who files...
Interview With Denver Lobo of JT Capital a Real Estate Private Equity Firm by Peter Rizzo We talk with Denver Lobo about the intricacies of Private Equity Real Estate Financing and JT Capital’s approach Private equity real estate financing refers to the investment in...
Exploring Non-Recourse Mortgages for IRA-Owned Properties Opportunities and Considerations And a Podcast with Gary Mobbs SVP/Area Manager/IRA Loan Director SouthStar Bank by Peter Rizzo Investing in real estate through Individual Retirement Accounts (IRAs) has become...
Revolutionizing Bitcoin Trading The Power of Algorithmic Trading Revolutionizing Bitcoin Trading: The Power of Algorithmic TradingPodcast with Maximillian Pace CEO of Animus Technologies Animus Technologies CEO Maximillian Pace discusses their approach to Bitcoin...
Happy Thanksgiving by Peter Rizzo We at CheckBook IRA want to wish all of you a very Happy Thanksgiving and hoping that you surround yourself with family or loved ones. This is the time of year when we take stock in our investment performance and pat ourselves on the...
Self Employed or Have Some 1099 Earnings? Super Charge Your Retirement Plan with a Solo 401k by Peter Rizzo This is the time of year where business owners or 1099 contractors should decide the best plan to put money away for retirement. Even though a SEP IRA is the...