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,...
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

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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...