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, but they are not for everyone – and the downsides risks can be huge (both as a general investment matter, but also because of the complex legal/tax landscape).

[Note: the picture above shows me at the headquarters of Vicis, a Seattle company that is working to make a safer helmet; one of my clients invested his SDIRA into the company].