How to Stay Audit-Ready With a Self-Directed IRA

How to Stay Audit-Ready With a Self-Directed IRA

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How to Stay Audit-Ready With a Self-Directed IRA by Peter Rizzo Audit readiness is less about reacting to an audit and more about maintaining a structure that stays organized and consistent over time. A Self-Directed IRA involves more moving parts than a traditional...
Questions to Ask Before Making Any IRA Investment

Questions to Ask Before Making Any IRA Investment

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Questions to Ask Before Making Any IRA Investment by Peter Rizzo Every investment inside a Self-Directed IRA carries more than just financial risk. It also carries structural and compliance considerations that do not exist in a regular taxable account. Before...
How to Properly Fund an IRA LLC or Trust Step by Step

How to Properly Fund an IRA LLC or Trust Step by Step

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How to Properly Fund an IRA LLC or Trust Step by Step by Peter Rizzo Funding an IRA LLC or Trust is the step that connects your retirement account to your investment structure. This is where many errors happen, usually from moving too quickly or skipping details in...
Beware of Compliance Mail Scams

Beware of Compliance Mail Scams

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Beware of Compliance Mail Scams by Peter Rizzo Client Alert from CheckBook IRA We have many of our clients getting notices from compliance companies about annual filings that are unnecessary – you can find out your filing requirements from your state’s Secretary of ...
Using Promissory Notes Inside an IRA Safely

Using Promissory Notes Inside an IRA Safely

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Using Promissory Notes Inside an IRA Safely by Peter Rizzo Promissory notes are one of the most straightforward ways to generate income inside a Self-Directed IRA. They offer predictable payment schedules, defined terms, and clear documentation. When structured...