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Recent News, Self Directed IRA,

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 IRA holds “nontraditional” assets (i.e., a self-directed IRA or IRA-owned LLC is involved).