Vetting Private Loans
Vetting Private Loans by Peter Rizzo Private lending is extremely popular with our Check Book IRA and Solo 401(k) Clients. With the tightening of banking regulations and the myriad of regulations there are good people and projects that turn to private lenders for...
Vetting a Real Estate Investment
Vetting a Real Estate Investment by Peter Rizzo Real Estate is an extremely popular Investment with our Check Book IRA clients. There are many different ways to invest in real estate with your Check Book IRA or Solo 401(k). As with any investment, vetting the proposed...
Vetting an Investment
Vetting an Investment by Peter Rizzo The way self-managed plans are set up we don’t know or have any way of knowing what people have invested in (except for the initial conversations) and what the results are. We usually find out if something goes bad or if something...
Inherit A Roth IRA? Watch Out For Penalties For Missing RMDs
Inherit A Roth IRA? Watch Out For Penalties For Missing RMDs by Peter Rizzo Roth IRAs and 401(k)s are becoming increasingly popular, especially with Digital currency and private offering investors. The dream of having millions in no taxable accounts is becoming a...