Have a Solo 401(k)?Remember to File Your 5500-EZ by July 31st if the Plans Assets are Greater Than $250,000 by Peter Rizzo PLEASE NOTE: The below reminder does not apply to the IRA LLC structure, but only to Solo 401(k) plans. If you have a Solo 401(k), remember that...
Time is Running Out to Repay Covid-era 401(k), IRA Withdrawals and Claim a Tax Refund by Peter Rizzo The CARES Act, a federal pandemic-relief law, allowed investors to withdraw up to $100,000 in coronavirus-related distributions from 401(k) plans and individual...
Protect Your Wealth! by Peter Rizzo To those that have self-managed Retirement Plans and those that are considering one, a highly respected Self-directed IRA and Solo 401k Attorney has put together some out-of-the-box ideas for using a corporate structure as a...
Alternative Investments in Your Retirement Account by Peter Rizzo Alternative Investments are becoming extremely popular with today’s economy being in flux and Traditional Retirement Fund Investments are having trouble keeping up with inflation numbers. The best way...
Should You Self-Manage Your IRA Rental or Hire a Property Manager? by Peter Rizzo If you’ve recently purchased a rental property with your Check Book IRA, LLC, then you probably have an important question on your mind: Should I self-manage my IRA property, or hire a...
What Will Raising the Debt Ceiling Do to My Investments? by Peter Rizzo Lately, we are often asked two questions. What will raising the debt ceiling do to my investments? And, how can I keep my cash safe? Raising the debt ceiling can have various effects on...