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Monthly Archives: September 2016

Recent Posts

Warren L. Baker featured as self-directed IRA expert in Natalie Choate’s new book “Life and Death Planning for Retirement Benefits” (8th Edition)
Alert: retirement account pay-in increases coming in 2019
Is the IRS getting more liberal with 60-day rollover mistakes? [Tip: blame your spouse!]
Common IRA K-1 mistakes. UBTI? Will the IRS notice?

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Warren L. Baker featured as self-directed IRA expert in Natalie Choate’s new book “Life and Death Planning for Retirement Benefits” (8th Edition) Read the full article »