Thinking of Converting Your SEP IRA to a Solo 401(k)?

Thinking of Converting Your SEP IRA to a Solo 401(k)?

Thinking of Converting Your SEP IRA to a Solo 401(k)? by Peter Rizzo This is the time of year people start planning for next year and wrapping up the end of the year.  We get many calls about converting SEP IRAs to Solo 401(k)s. Changing your SEP IRA to a Solo 401(k)...
Vetting Private Loans

Vetting Private Loans

Vetting Private Loans by Peter Rizzo Private lending is extremely popular with our Check Book IRA and Solo 401(k) Clients. With the tightening of banking regulations and the myriad of regulations there are good people and projects that turn to private lenders for...