Self Directed IRA

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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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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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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BREXIT = increase in Self-Directed IRA market?

Recent News, Self Directed IRA, Tax, ,

Unless you have been out hiking somewhere (and/or trying to enjoy the start of summer), you probably know that the United Kingdom has voted to leave the European Union (an event that has been termed “BREXIT” – as in “Britain Exit”).  In less than 24 hours, this event has already caused considerable shock to global stock … Continue reading BREXIT = increase in Self-Directed IRA market?

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Upcoming presentation: Drafting IRA Trusts (June 20)

Estate Planning, Self Directed IRA, Tax, ,

Just a quick “FYI” that I will be one of several speakers at an upcoming National Business Institute (NBI) seminar entitled “Drafting IRA Trusts“.  The seminar will be conducted at the Washington State Convention Center on Monday, June 20, 2016, from 9:00am-4:30pm PST.  An outline of my portion of the seminar is below: Using Self-Directed … Continue reading Upcoming presentation: Drafting IRA Trusts (June 20)

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