Tag Archives: IRS

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

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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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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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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

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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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Boom! Boom! Boom! IRS fires three shots across the bow of self-directed IRA investors

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For those of you who are interested in self-directed IRA topics but who are not members of the Taxation Law section of the Washington State Bar Association (quite a few of you I’m sure!), I wanted to share with you my latest full length article. The article, entitled “Boom! Boom! Boom! IRS fires three shots … Continue reading Boom! Boom! Boom! IRS fires three shots across the bow of self-directed IRA investors

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Amended FORM 5498 reporting requirements for IRA custodians in 2014. Do changes signal more scrutiny on “nontraditional” investments within self-directed IRAs?

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The current draft instructions for the 2014 version of Form 5498 reflect a change in the way the IRS receives information from IRA custodians. Under current law, IRA custodians must report certain information about every IRA they hold – this is done using Form 5498. Whether IRA account holders realize it or not, the federal … Continue reading Amended FORM 5498 reporting requirements for IRA custodians in 2014. Do changes signal more scrutiny on “nontraditional” investments within self-directed IRAs?

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