Is Now the Right Time to Convert Cryptocurrency to a Roth IRA or Roth 401(k)?
Is Now the Right Time to Convert Cryptocurrency to a Roth IRA or Roth 401(k)? By Jordan Sheppherd As many of you know, cryptocurrencies (especially Bitcoin) have been on a bit of a tear over the last year or so. Bitcoin peaked at a little over $40,000 a few...
3 Important Factors to Consider When Investing in Vacation Rentals
3 Important Factors to Consider When Investing in Vacation Rentals By Peter Rizzo You are probably wondering why we would talk about vacation rentals a few days before Christmas, but surprisingly this is the time of year when people think most about their investment...
Solo 401(k) Clients – Distribution Processing Firm Recommendation
A Different way to Flip Homes By Peter Rizzo For all of our current and future Solo 401(k) clients, I would like to recognize a company named PenChecks. This company specializes in (among other things) processing all the documents and tax payments for 401(k)...
A Different way to Flip Homes
A Different way to Flip Homes By Peter Rizzo A couple weeks ago, I had a chance to meet with a prospective affiliate and was impressed with the young man’s business plan and record of success. He has developed a system to flip homes and get longer term residual income...