New Tax Bill & Your Retirement Account

New Tax Bill & Your Retirement Account

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New Tax Bill & Your Retirement Account By Jordan Sheppherd As we ring in 2018, a lot of clients are looking to the new tax bill to see how its going to affect them, and what opportunities it offers to save some of their hard-earned money. The biggest question on...
Meet Alisha Bennett | Highlighting Our Management Team

Meet Alisha Bennett | Highlighting Our Management Team

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Highlighting Our Management Team: Alisha Bennett By Peter Rizzo Being our COO – every one of our clients and affiliates have dealt with Alisha in one form or another. Whether by phone or email, Alisha is the person that everyone looks to for answers and has the...
In-Kind Distributions

In-Kind Distributions

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In-Kind Distributions By Alisha Bennett It’s that time of year again… it’s distribution time for many of our clients. If you’re new to the IRA-LLC process and want to understand the general theory of distributing cash from your new Check Book IRA make sure to read...
Four Advantages of our Check Book IRA

Four Advantages of our Check Book IRA

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Four Advantages of our Check Book IRA By Steve Sheppherd Many people are wanting more control over their retirement plans in order to take advantage of the recent surge in the economy. More and more are considering the Check Book IRA. In order to help with the...
Year End Reminders for IRA LLC & Solo 401(k) Clients

Year End Reminders for IRA LLC & Solo 401(k) Clients

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Year End Reminders for IRA LLC & Solo 401(k) Clients By Jordan Sheppherd IRA LLC Clients You’ll be receiving a year-end valuation letter from your IRA Custodian asking you to list the value of the IRA LLC. These forms don’t require a list of the LLC’s holdings,...