The Difference Between Direct & Indirect Rollovers

The Difference Between Direct & Indirect Rollovers

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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...
The Difference Between Direct & Indirect Rollovers

The Difference Between Direct & Indirect Rollovers

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The Difference Between Direct & Indirect Rollovers By Jordan Sheppherd Rolling money between retirement accounts is something most people are familiar with, but there are two types of rollovers, and I’ve seen a decent amount of confusion on the subject over the...
The Difference Between Direct & Indirect Rollovers

What to Do in the Crazy Market Swings of Today

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What to Do in the Crazy Market Swings of Today By Peter Rizzo Every day, we are questioned about what people are investing in during the craziness of the different markets. Frankly, we don’t know for sure, for the beauty of the systems that we set up (The Checkbook...
The Difference Between Direct & Indirect Rollovers

Where’s My Crypto?

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Where’s My Crypto? By Peter Rizzo This might seem like a dumb question, but with the daily announcements of another way to invest in Cryptocurrency you want to know where it is and how you can control the asset. We trust the institutions to house our assets, but a...
This Seems Too Easy, What Mistakes Could I Make?

This Seems Too Easy, What Mistakes Could I Make?

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This Seems Too Easy, What Mistakes Could I Make? By Peter Rizzo This is a question we get asked every day not only by new clients but by existing clients as well. When looking at the different road maps and reading the website, there seems like very few rules for...