Privacy: The Last Great American Holdout

Privacy: The Last Great American Holdout

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Privacy: The Last Great American Holdout By Alisha Bennett If you’re plugged into social media, no doubt you’ve been made aware of Amazon Prime’s latest “convenience” called Amazon Key. Having already given us 24/7 in-home access to such debatably intrusive gadgetry...
Secure Your Cash with These Four Tips

Secure Your Cash with These Four Tips

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Secure Your Cash with These Four Tips By Peter Rizzo You might be wondering why we’d have an article like this when the whole purpose of our system is to free up your money for investment. Today, we have conveniences in money transferring that was reserved for the...
IRS Releases 2018 Retirement Contribution Limits

IRS Releases 2018 Retirement Contribution Limits

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IRS Releases 2018 Retirement Contribution Limits By Jordan Sheppherd The IRS just released Notice 2017-64 (https://www.irs.gov/pub/irs-drop/n-17-64.pdf) making some changes, starting in 2018, to contribution limits of retirement accounts. You can click the link above...
Insuring Your Investment

Insuring Your Investment

by | | Real Estate, Uncategorized

Insuring Your Investment By Alisha Bennett Buying property as an investment is one of the most popular reasons that clients seek out the Check Book IRA. The fact that you can even retire in a home originally purchased as an IRA investment is an exciting prospect...
Bitcoin and the Check Book IRA LLC

Bitcoin and the Check Book IRA LLC

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Bitcoin and the Check Book IRA LLC By Jordan Sheppherd Unless you’ve been living under a rock for the past few years, you’ve probably heard of something called Bitcoin, perhaps digital currencies, crypto-currencies, or all of the above. Perhaps it piqued your...
Converting to a Roth? Try This

Converting to a Roth? Try This

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Converting to a Roth? Try this. By Jordan Sheppherd Roth IRAs and Roth 401(k)s are wonderful, because they’re after-tax accounts; it doesn’t matter how large your Roth account might grow, all of it is available to you at retirement age completely tax-free. Peter...