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...
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...