Self Directed IRA

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

December 5, 2016Recent News, Self Directed IRAIRS, large IRAs, self-directed IRA, Trusts & Estates MagazineWarren Baker

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) →

Death & Taxes Newsletter – Nov. 2016 (self-directed IRA and estate planning updates)

November 15, 2016Estate Planning, Recent News, Self Directed IRAWarren Baker

To view my latest newsletter (“Death & Taxes – planning advice for the two certainties in life”), which provides an update on self-directed IRA and estate planning items, click the link below: death-taxes-newsletter-nov-2016-by-warren-l-baker-self-directed-ira-and-estate-planning-updates Happy Holidays!

My email to Senator Ron Wyden RE: the proposed RISE Act of 2016

November 3, 2016Recent News, Self Directed IRA, TaxWarren Baker

As some of my readers are aware, Senator Ron Wyden (D-Oregon; Ranking Member of the Senate Finance Committee) has been very interested in the self-directed IRA market for some time. For example, his office commissioned the two Government Accountability Office (GAO) reports that are focused on retirement accounts that purchase “nontraditional” assets (e.g., real estate, … Continue reading My email to Senator Ron Wyden RE: the proposed RISE Act of 2016 →

Forbes – “IRAs Gone Wild” (featuring yours truly)

October 19, 2016Recent News, Self Directed IRA, TaxForbes, IRAs Gone Wild, self-directed IRAWarren Baker

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, … Continue reading Forbes – “IRAs Gone Wild” (featuring yours truly) →

Quoted in Wall Street Journal (re: “Home Storage Gold IRAs”)

September 3, 2016Recent News, Self Directed IRAWarren Baker

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”) →

BREXIT = increase in Self-Directed IRA market?

June 24, 2016Recent News, Self Directed IRA, TaxBREXIT, non-traditional investing, self-directed IRAWarren Baker

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? →

IRS attempting to better track disregarded entities (e.g., one member LLCs)?

June 24, 2016Recent News, Self Directed IRA, TaxDisregarded entity, EIN, LLCWarren Baker

Below is a headline from today’s tax updates by Thompson Reuters “Checkpoint Newsstand” related to potential IRS changes to tax forms in order to better capture income that is being reported to “disregarded entities”. Before reading the headline, I wanted to provide some background and share my personal experience in this area. Over the past … Continue reading IRS attempting to better track disregarded entities (e.g., one member LLCs)? →

Upcoming presentation: Drafting IRA Trusts (June 20)

May 18, 2016Estate Planning, Self Directed IRA, Taxestate planning, IRA Trusts, self-directed IRAWarren Baker

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) →

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

February 5, 2016Recent News, Self Directed IRAestate planning, self-directed IRAWarren Baker

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” →

Retirement plan amendments proposed by White House

January 28, 2016Recent News, Self Directed IRAIRA, President Obama, retirement accounts, White House proposalWarren Baker

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 →