How to Legally Use an IRA to Buy Property in Costa Rica
Thursday, September 01
Using an IRA to Buy Property In Costa RicaCosta Rica is a popular place to expatriate to and invest in. A relatively low cost of living, a stable government; and gorgeous scenery and tropical climate make it a destination choice for people looking to start a new life or just to buy a second hom...
Are Hidden Fees Draining Your Standard or Self-Directed IRA?
Wednesday, August 31
If you’ve had the opportunity to read Tony Robbins’ book, Money: Master the Game you are already aware of the dizzying array of hidden fees in your IRA or Self-Directed IRA. Otherwise, I highly recommend at least browsing through his discussions on broker fees.Mind you, these are not th...
Supercharge Your Retirement Savings
Wednesday, August 31
Many traditional IRA plans are experiencing returns that are equal to or less than their custodial and management fees.Forbes Magazine dealt with this issue in their Personal Finance section on December 15th, 2015 in an article titled “As Trillions Move Into IRAs And 401ks, High Fees Bite Retirem...
NEW Choice for the Self Employed - the Solo 401k
Friday, August 26
by Peter Rizzo, President, Check Book IRA, LlcThe Self Employed now have a CHOICE! As we enter the era of Independent Contractors and small business owners, it’s important to understand and utilize all the retirement savings benefits and investment options that are possible.During the last elec...
With Pensions At Risk…
Friday, August 26
Government Workers Must Demand Better 457 and 403(b) Retirement Plans.The article below does and excellent job of laying out the dangers ahead for those workers TRAPPED in a government retirement plan.As with anything the government runs, is rife with incompetence, bureaucracy and waste. If y...
What’s the Difference Between Self-Directed IRAs and Check Book IRAs
Friday, August 26
Daily I receive questions from clients regarding the differences between a Self-Directed IRA and a Check Book IRA. I’ve laid out a summary of the two types of IRA setups as well as their respective benefits.In a Self-Directed IRA; also known as a Custodian model; the Custodian must handle al...