Tag Archives: IRA/LLC

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 →

Self-Directed IRA Article Series – Part 2 – What Clients are Doing and Why

June 7, 2015Recent News, Self Directed IRAinvesting, IRA/LLC, nontraditional investments, private lending, real estate, self-directed IRAWarren Baker

[To view Part 1 (“Formation”), click here.] In 2011, I published a six-part article series entitled “Investing Retirement Funds into Non-Traditional Assets using a Self-Directed IRA”. Because readers found that information to be useful as a “starting point” for learning about self-directed IRAs (perhaps because it was less “technical” than many other articles I have written), I have now … Continue reading Self-Directed IRA Article Series – Part 2 – What Clients are Doing and Why →

Self-Directed IRA Article Series – Part 1 – Formation

May 13, 2015Recent News, Self Directed IRAcustodian, IRA/LLC, self-directed IRAWarren Baker

In 2011, I published a six-part article series entitled “Investing Retirement Funds into Non-Traditional Assets using a Self-Directed IRA”. Because readers found that information to be useful as a “starting point” for learning about self-directed IRAs (perhaps because it was less “technical” than many other articles I have written), I have now revamped those articles and will post them … Continue reading Self-Directed IRA Article Series – Part 1 – Formation →

Top 3 reasons to talk to a tax attorney before forming a self directed IRA (or IRA LLC)

December 27, 2014Recent News, Self Directed IRAForm 990-T, IRA/LLC, prohibited transaction, self-directed IRA, UBTIWarren Baker

Introduction: The popularity of investing retirement accounts into “non-traditional” assets (e.g. real estate, private lending, LLC and partnership interests, etc.) using a self-directed IRA or an IRA-owned LLC (sometimes sold as a “checkbook control IRA”) has increased exponentially over the past 15 years. This growth has brought increased mainstream media attention, scams, and a huge amount of … Continue reading Top 3 reasons to talk to a tax attorney before forming a self directed IRA (or IRA LLC) →

PRESENTATION SUMMARY: “Self-Directed IRAs and other Interesting Retirement Plan Developments”

November 3, 2014Estate Planning, Recent News, Self Directed IRADabney v. Commissioner, Ellis v. Commissioner, estate planning, Form 5498, IRA rollovers, IRA Trust, IRA/LLC, Peek v. Commissioner, ROBS, Roth conversion, self-directed IRAWarren Baker

[The following blog post is a written summary of my presentation at the 59th Annual Estate Planning Conference in Seattle, WA on October 31, 2014. It was truly an honor to be asked to speak at such an important event to northwest attorneys, CPAs, and financial professionals]. The overall purpose of my presentation was to … Continue reading PRESENTATION SUMMARY: “Self-Directed IRAs and other Interesting Retirement Plan Developments” →