NextGen: Guarding the Retirement of the Next Generation

NextGen: Guarding the Retirement of the Next Generation

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NextGen: Guarding the Retirement of the Next Generation By Alisha Bennett No matter which side of the political aisle they sit on, most people know that Social Security isn’t necessarily a guarantee for the generations beyond the baby boomers. It isn’t just the...
Vetting Your Investment Opportunities

Vetting Your Investment Opportunities

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Vetting Your Investment Opportunities By Peter Rizzo The Checkbook IRA and the Checkbook-Controlled Solo 401(k) give you the ultimate control over your retirement savings. With any freedom, though, comes responsibility. You are completely responsible to make...
Going Hybrid: Banking Alternatives

Going Hybrid: Banking Alternatives

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Going Hybrid: Banking Alternatives By Alisha Bennett Dealing with banking issues can be frustrating. And when you have a Check Book IRA or a Solo 401(k), it can stop a deal in its tracks. Not to mention the scandals that have rocked the banking world in the last...
The UBIT Tax: Be Aware but Don’t be Afraid

The UBIT Tax: Be Aware but Don’t be Afraid

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The UBIT Tax: Be Aware but Don’t be Afraid By Peter Rizzo Every week, a number of prospective clients and current clients contact us about the fear of UBIT taxes. We are finding that many self-directed real estate IRAs don’t address this topic and people that...
Personal Guarantee on a Solo 401(k) Loan? Maybe.

Personal Guarantee on a Solo 401(k) Loan? Maybe.

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Personal Guarantee on a Solo 401(k) Loan? Maybe. By Jordan Sheppherd We all know (or should know), that personally guaranteeing a loan, made to your Self-Directed IRA, IRA LLC, or Solo 401(k) is prohibited. Because of the self-dealing rules in Sec. 4975 of the tax...
401(k)s: Top Myths

401(k)s: Top Myths

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401(k)s: Top Myths Recently, a client was very disappointed to learn that their 401(k) was not transferable; they’d assumed because they were 100% vested that the funds could be moved. (Read more about being vested here). This is a common misconception that I’ve seen...