Why Roth 401(k)s are Great for Millennials

Why Roth 401(k)s are Great for Millennials

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Why Roth 401(k)s are Great for Millennials They say it’s never too late to learn something new… but I would also argue it’s never too soon to start looking ahead, and that includes saving for retirement. While the standard pension plan of our parent’s...
Updating Your Operating Agreement

Updating Your Operating Agreement

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Updating Your Operating Agreement By Alisha Bennett Although Punxsutawney Phil the Groundhog called for six more weeks of winter, spring truly is just around the corner. Spring is a time for renewal, cleaning out the back closet and ticking off all those forgotten...
Contributing Assets to a Solo 401(k)

Contributing Assets to a Solo 401(k)

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Contributing Assets to a Solo 401(k) By Jordan Sheppherd Because most people are used to contributing cash to a retirement account, it’s easy to think that cash and only cash can be contributed. For an IRA this is certainly true, but not for a Solo 401(k). For...
You Have a Check Book IRA or A Solo 401(k): Now What?

You Have a Check Book IRA or A Solo 401(k): Now What?

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You Have a Check Book IRA or A Solo 401(k): Now What? By Peter Rizzo The number of people starting a Check Book IRA or Solo 401(k) is increasing dramatically. The One question that commonly surfaces is: “Now what?” Even if you have your investment planned,...
Tips to Make Sure Your Flip Doesn’t Flop

Tips to Make Sure Your Flip Doesn’t Flop

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Tips to Make Sure Your Flip Doesn’t Flop By Peter Rizzo We have many clients who use their Solo 401k’s and Checkbook IRA’s to invest in Real Estate by getting in on the flipping craze that has swept the country. While the TV shows and seminars make it seem easy and...