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...
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...