Tag Archives: GAO

They’re BACK! … GAO conducting a third study of SDIRA marketplace

Recent News, Self Directed IRA, Tax law, ,

Earlier this week, I had my third official interview with the Government Accountability Office (GAO).  First, a little history…I was first contacted by the GAO in late 2013, for a study they had been asked to conduct ((by Senator Ron Wyden, D-OR) on so-called “Large Balance IRAs” (a real “eye of the beholder” term!).  This … Continue reading They’re BACK! … GAO conducting a third study of SDIRA marketplace

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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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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

Estate Planning, Recent News, Self Directed IRA, Tax, , , , , ,

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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Presentation: “Self-Directed IRAs: New Legal Developments” – By: Warren L. Baker

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If you haven’t caught one of my recent presentations on self-directed IRAs and related legal/tax developments, but you would like to, my recent presentation for Clear Law Institute (originally aired on August 5th) is available for streaming on-demand using this link: http://clearlawinstitute.com/shop/on-demand-webinars/self-directed-iras-new-legal-developments/ Overview of Presentation: The use of “self-directed IRAs” to invest in real estate, private equity, … Continue reading Presentation: “Self-Directed IRAs: New Legal Developments” – By: Warren L. Baker

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GAO’s “Multimillion Dollar IRA” Report Released

Recent News, Self Directed IRA, , ,

Today, the federal Government Accountability Office (GAO) released its report on “large balance IRAs”.  The full report is 99 pages long, but a summary can be found here.  For me personally, the report is important in multiple ways: I was interviewed by a GAO officer during their preparation for writing the report. Almost all of my … Continue reading GAO’s “Multimillion Dollar IRA” Report Released

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