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...
Is Cryptocurrency the Next Big Gold Mine?

Is Cryptocurrency the Next Big Gold Mine?

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Is Cryptocurrency the Next Big Gold Mine? By Peter Rizzo We are asked on a daily basis if you can invest in Cryptocurrency with your Checkbook IRA or Solo 401(k) and the answer is a resounding YES (as long as you’re not trading with a prohibited party). The next...
House Remodeling Tips

House Remodeling Tips

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HOUSE REMODELING TIPS BY STEVE SHEPPHERD Having bought, remodeled, and sold some 50 houses over the years, I’m sharing some of the principles I’ve learned and lived by. Remodeling Touchables in a House 3 Essential House-Remodeling Partners Facebook Twitter...
How to Avoid the Headache of Inherited IRAs

How to Avoid the Headache of Inherited IRAs

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How to Avoid the Headache of Inherited IRAs By Alisha Bennett Inherited IRAs are often an enormous source of confusion for clients. Can they create a Check Book IRA with an Inherited IRA? Yes, they can. Can they commingle the funds in the Inherited IRA with their own...
Invest Like a Pro by Learning from the Pros 

Invest Like a Pro by Learning from the Pros 

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Invest Like a Pro by Learning from the Pros By Peter Rizzo Every day, people are realizing that they have this nest egg they’ve saved in their retirement plan and it’s not bringing the type of return they’re looking for. They’ve been chained to only a few investments...