Tag Archives: GAO

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 →

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” →

Pending GAO Report of Self-Directed IRAs

January 13, 2016Recent News, Self Directed IRAGAO, IRS, Ron Wyden, self-directed IRAWarren Baker

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 →

Death & Taxes Newsletter (Dec. 2015) – Self-directed IRA and Estate Planning Updates

January 4, 2016Estate Planning, Recent News, Self Directed IRA, Taxdeath & taxes, estate planning, GAO, ROBS, self-directed IRA, Solo 401(k), Summa Holdings v. CommissionerWarren Baker

Happy New Year! In case you missed it (or are not on my subscriber list), please read my latest newsletter, Death & Taxes (December 2015). This edition includes information regarding: (1) A second/pending US Government Accountable Office (GAO) report on “self-directed” retirement accounts (e.g., IRAs, 401(k), “ROBS”) that invest into “nontraditional” assets – e.g., real … Continue reading Death & Taxes Newsletter (Dec. 2015) – Self-directed IRA and Estate Planning Updates →

Presentation: “Self-Directed IRAs: New Legal Developments” – By: Warren L. Baker

August 17, 2015Recent News, Self Directed IRAForm 5498, Form 990T, GAO, IRA/LLC, IRS, presentation, prohibited transaction, RMD, ROBS, Roth IRA, self-directed IRA, UBTIWarren Baker

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 →

GAO’s “Multimillion Dollar IRA” Report Released

November 19, 2014Recent News, Self Directed IRAGAO, IRS, Roth IRA, self-directed IRAWarren Baker

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 →