Self Directed IRA

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

September 28, 2017Recent News, Self Directed IRA, TaxGAO, nontraditional investments, self-directed IRAWarren Baker

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 →

Quoted in Forbes piece on Roth IRA/LLC case (Block Developers, LLC v. Commissioner)

August 10, 2017Recent News, Self Directed IRA, TaxWarren Baker

There has been some rumbling (at least in my world) over the past few weeks regarding another Tax Court dealing with Roth IRAs and “excess contribution” issues. The case, Block Developers, LLC v. Commissioner, involves four family members (father, mother, two children) that formed Roth IRAs and attempted to shift income that would otherwise … Continue reading Quoted in Forbes piece on Roth IRA/LLC case (Block Developers, LLC v. Commissioner) →

Winner Winner Chicken Dinner!

July 27, 2017Recent News, Self Directed IRA, TaxWarren Baker

I am very pleased to announce that the article I co-authored with the esteemed Natalie B. Choate (“The Care and Feeding of Large IRAs” – Trusts & Estates magazine, December 2016) has won the Distinguished Author “Thought Leadership” Award. More information regarding this award can be found here: http://www.wealthmanagement.com/estate-planning/2017-trusts-estates-distinguished-authors-awards Might need to make an appearance in NYC … Continue reading Winner Winner Chicken Dinner! →

Trusts & Estates Thought Leadership Award Nominee Announcement

May 30, 2017Recent News, Self Directed IRA, Taxself-directed IRA, Trusts & EstatesWarren Baker

I am honored to announce that the article I co-authored with esteemed tax attorney Natalie B. Choate, entitled “The Care and Feeding of Large IRAs“, has been selected by Trusts & Estates magazine’s editorial team for a “Thought Leadership award”. A survey will be sent (via email) on Thursday, June 1st to all Trusts & … Continue reading Trusts & Estates Thought Leadership Award Nominee Announcement →

Quoted in Wall Street Journal article on UBTI (“Are Taxes Lurking in Your Tax-Free Retirement Account?”)

March 10, 2017Recent News, Self Directed IRAself-directed IRA, UBTI, Wall Street JournalWarren Baker

Many IRA investors are completely unaware that an IRA’s investments (whether made out of a “Traditional” or Roth IRA) can potentially produce currently taxable income to the IRA itself – resulting in both tax to the IRA, but also a special tax return filing (Form 990-T). In the “self-directed IRA” world, this is particularly a problem … Continue reading Quoted in Wall Street Journal article on UBTI (“Are Taxes Lurking in Your Tax-Free Retirement Account?”) →

New GAO Report: “Retirement Security: Improved Guidance Could Help Account Owners Understand the Risks of Investing in Unconventional Assets”

January 11, 2017Recent News, Self Directed IRAForbes, GAO, self-directed IRAWarren Baker

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” →

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) →