Self Directed IRA

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?

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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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Article featured on “Wills, Trusts, & Estates Prof Blog”

Recent News, Self Directed IRA,

Thank you to the esteemed law professor Gerry W. Beyer for his interest in my 2014 article on the complexities that self-directed IRAs present in estate planning.  Read Professor Beyer’s blog post here. In summary, retirement accounts need to be considered carefully during the estate planning process – and these complexities increase exponentially when the … Continue reading Article featured on “Wills, Trusts, & Estates Prof Blog”

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Retirement plan amendments proposed by White House

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On January 26, the White House released a Fact Sheet in which it announced various proposals that would expand access to workplace retirement savings opportunities and increase the transferability of retirement savings.  The proposals will be detailed further in President Obama’s fiscal year 2017 budget. [Of course, none of these proposals are guaranteed to become law, … Continue reading Retirement plan amendments proposed by White House

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Pending GAO Report of Self-Directed IRAs

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As I referenced in my last post (related to my recent newsletter), I was recently interviewed by seven members of the U.S. Government Accountability Office (GAO) related to a new report they are putting together on “self-directed” retirement accounts (i.e., IRAs and 401(k) accounts that are invested into “nontraditional” assets; and also “ROBS” structures, which involve … Continue reading Pending GAO Report of Self-Directed IRAs

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Death & Taxes Newsletter (Dec. 2015) – Self-directed IRA and Estate Planning Updates

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Happy New Year!  In case you missed it (or are not on my subscriber list), please read my latest newsletter, Death & Taxes (December 2015).  This edition includes information regarding: (1) A second/pending US Government Accountable Office (GAO) report on “self-directed” retirement accounts (e.g., IRAs, 401(k), “ROBS”) that invest into “nontraditional” assets – e.g., real … Continue reading Death & Taxes Newsletter (Dec. 2015) – Self-directed IRA and Estate Planning Updates

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Self-Directed IRA Article Series – Part 4 – Current Tax to IRA (UBTI & UDFI)

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In 2011, I published a six-part article series entitled “Investing Retirement Funds into Non-Traditional Assets using a Self-Directed IRA”.  Because readers found that information to be useful as a “starting point” for learning about self-directed IRAs (perhaps because it was less “technical” than many other articles I have written), I have now revamped those articles and will post them … Continue reading Self-Directed IRA Article Series – Part 4 – Current Tax to IRA (UBTI & UDFI)

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Kiplinger’s IRA observations (related to nontraditional IRA investing)

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This week’s Kiplinger Tax Letter (which, for those of you that work in the legal/accounting/financial field, is an excellent way to stay current on tax-related topics that affect you and your clients) puts a spotlight on several self-directed IRA issues that I have written about in the past. First, if an IRA invests into a partnership … Continue reading Kiplinger’s IRA observations (related to nontraditional IRA investing)

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