Reminder: Form 5500-EZ Due by July 31, 2022
Reminder: Form 5500-EZ Due by July 31, 2022 by Jordan Sheppherd It’s hard to believe we’ve crossed the halfway point of 2022. I’m sure I’m not alone in saying it seems like yesterday we were celebrating the New Year. For those of you who have Solo 401k plans,...
Money Lending: The New Popular Way to Invest with Structured Returns
Money Lending:The New Popular Way to Invest with Structured Returns By Peter Rizzo Money lending is becoming a very popular method of getting a return on your investment dollar. A large group of society had their credit scores hit hard from the pandemic and many...
Tax Lien Investing – What to Know
Tax Lien Investing – What to Know By Peter Rizzo With a finicky stock market, tax lien investing is becoming popular. Here’s what you need to know before jumping in: Tax lien investing can give your portfolio exposure to real estate — all without having to actually...
The Difference Between Direct & Indirect Rollovers
Are Self-Managed Retirement Plans Right for You?Checkbook IRA’s and Solo 401k’s By Peter Rizzo Lately, I’ve been seeing online many ads for IRA’s and Solo 401k’s that expound on their flexibility and minimal cost. Curious as to what they were about, I have found they...