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Why use the Solo 401K rather than a SEP IRA or why not Supersize your SEP

Why use the Solo 401K rather than a SEP IRA or why not Supersize your SEP By Peter Rizzo A Simplified Employee Pension Individual Retirement Arrangement (SEP IRA) has traditionally been the most popular retirement plan for the self-employed and small business owner....

Life Settlements in a Retirement Account? Think Again.

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Life Settlements in a Retirement Account? Think Again. By Jordan Sheppherd Most of you who subscribe to our newsletter understand that life insurance is prohibited to retirement accounts as an investment. Its hard to forget, given that there are only two investment...

We Wish you a Joyful Holiday Season From your Friends at Check Book IRA

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We Wish you a Joyful Holiday Season From your Friends at Check Book IRA By Peter Rizzo As we wish all of you a very Happy Thanksgiving and hoping that you surrounded yourself with family or loved ones, we also want to note a phenomenon that happened this holiday...

IRS Announces 2019 Retirement Account Contribution Limits

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IRS Announces 2019 Retirement Account Contribution Limits By Jordan Sheppherd A few days ago, the IRS issued updated contribution limits to retirement accounts for 2019. There isn’t a huge change compared to 2018, but let’s go through the announcement so you’re...

For Investment Success Don’t be a Lone Wolf. Build Your All-Star Team

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For Investment Success Don’t be a Lone Wolf. Build Your All-Star Team By Peter Rizzo One of the most common traits of our clients is that they are very independent and are not afraid to take their future into their own hands. With that though comes the do-it-yourself...

My Solo 401(k) Can Loan Money to Me?

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My Solo 401(k) Can Loan Money to Me? By Jordan Sheppherd There are a lot of great things about the Solo 401(k), but one of most convenient is the fact that you can take a loan from it. You can’t take a loan from your IRA, as that would be considered self-dealing;...

Why use the Solo 401K rather than a SEP IRA or why not Supersize your SEP

Life Settlements in a Retirement Account? Think Again.

We Wish you a Joyful Holiday Season From your Friends at Check Book IRA

IRS Announces 2019 Retirement Account Contribution Limits

For Investment Success Don’t be a Lone Wolf. Build Your All-Star Team

My Solo 401(k) Can Loan Money to Me?

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