IRS Releases 2018 Retirement Contribution Limits

IRS Releases 2018 Retirement Contribution Limits

by | | Uncategorized

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

by | | Real Estate, Uncategorized

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...
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...