Tag Archives: K-1

Self-Directed IRA + K-1 = IRS scrutiny concerns

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 My clients frequently ask, “what self-directed IRA investments have the most potential for IRS scrutiny?”  While most clients think this question is related to the specific type of investment, to me, the question is more about the collateral consequences of a particular investment.  IRS scrutiny is very rarely a random occurrence – instead, the IRS questions … Continue reading Self-Directed IRA + K-1 = IRS scrutiny concerns

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