Recent News

Trusts & Estates Thought Leadership Award Nominee Announcement

Recent News, Self Directed IRA, Tax law,

  I am honored to announce that the article I co-authored with esteemed tax attorney Natalie B. Choate, entitled “The Care and Feeding of Large IRAs“, has been selected by Trusts & Estates magazine’s editorial team for a “Thought Leadership award”.  A survey will be sent (via email) on Thursday, June 1st to all Trusts & … Continue reading Trusts & Estates Thought Leadership Award Nominee Announcement

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Rinse and repeat: will tax reform lead to more retirement account “revenue” tricks?

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  I was recently reading an article by Mark Miller (columnist for Reuters), entitled “Will Republicans fund tax cuts by tapping retirement piggy bank?” (see his complete article at the bottom of this post), and it reminded me of an article I wrote in 2010 related to in-plan 401k Roth conversions and the way in … Continue reading Rinse and repeat: will tax reform lead to more retirement account “revenue” tricks?

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Quoted in Wall Street Journal article on UBTI (“Are Taxes Lurking in Your Tax-Free Retirement Account?”)

Recent News, Self Directed IRA, ,

Many IRA investors are completely unaware that an IRA’s investments (whether made out of a “Traditional” or Roth IRA) can potentially produce currently taxable income to the IRA itself – resulting in both tax to the IRA, but also a special tax return filing (Form 990-T).  In the “self-directed IRA” world, this is particularly a problem … Continue reading Quoted in Wall Street Journal article on UBTI (“Are Taxes Lurking in Your Tax-Free Retirement Account?”)

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2017 “Rising Star” (by Super Lawyers) list announced

Recent News

  I was honored to receive a notification today that I have been named to the “2017 Washington Rising Star” list.  Although this designation feels partially like a way for Super Lawyers (the publication that makes these selections) to try and sell me advertising, I still appreciate the sentiment [although, truth be told, the real … Continue reading 2017 “Rising Star” (by Super Lawyers) list announced

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New GAO Report: “Retirement Security: Improved Guidance Could Help Account Owners Understand the Risks of Investing in Unconventional Assets”

Recent News, Self Directed IRA, ,

I received an email a few minutes ago from a Government Accountability Officer regarding the public release of the GAO’s brand new report on self-directed retirement vehicles entitled “Retirement Security:  Improved Guidance Could Help Account Owners Understand the Risks of Investing in Unconventional Assets“.  I was interviewed for this report – way back in November … Continue reading New GAO Report: “Retirement Security: Improved Guidance Could Help Account Owners Understand the Risks of Investing in Unconventional Assets”

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Publication Notice: “The Care & Feeding of Large IRAs” (Trusts & Estates Magazine, Dec. 2016)

Recent News, Self Directed IRA, , ,

I am thrilled to announce the publication of my collaboration article with Natalie Choate, Esq. (a prolific writer and presenter in the area of retirement benefits), entitled “The Care & Feeding of Large IRAs“.  This article was published in Trusts & Estates Magazine on December 1, 2016.  A virtual copy of the magazine can be found … Continue reading Publication Notice: “The Care & Feeding of Large IRAs” (Trusts & Estates Magazine, Dec. 2016)

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My email to Senator Ron Wyden RE: the proposed RISE Act of 2016

Recent News, Self Directed IRA, Tax

As some of my readers are aware, Senator Ron Wyden (D-Oregon; Ranking Member of the Senate Finance Committee) has been very interested in the self-directed IRA market for some time.  For example, his office commissioned the two Government Accountability Office (GAO) reports that are focused on retirement accounts that purchase “nontraditional” assets (e.g., real estate, … Continue reading My email to Senator Ron Wyden RE: the proposed RISE Act of 2016

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Forbes – “IRAs Gone Wild” (featuring yours truly)

Recent News, Self Directed IRA, Tax, ,

I am humbled and honored to announce the publication of an article on self-directed IRA investing that appears in the November 8, 2016 issue of Forbes Magazine (published online today – see link below).  Thank you to the author (Ashlea Ebeling) for making it clear that SDIRAs can be a great tool for some investors, … Continue reading Forbes – “IRAs Gone Wild” (featuring yours truly)

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Quoted in Wall Street Journal (re: “Home Storage Gold IRAs”)

Recent News, Self Directed IRA

I was recently contacted by a reporter for the Wall Street Journal named Laura Saunders regarding my view on the growing promotion of so-called “Home Storage Gold IRAs” (see resulting article by Ms. Saunders below).  The companies promoting this idea are generally precious metals dealers (conflict of interest anyone?!?) who would like to take advantage of … Continue reading Quoted in Wall Street Journal (re: “Home Storage Gold IRAs”)

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