Tag Archives: nontraditional investments

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 →

Kiplinger’s IRA observations (related to nontraditional IRA investing)

September 30, 2015Recent News, Self Directed IRAbankruptcy, nontraditional investments, prohibited transaction, self-directed IRA, Solo 401(k), UBTIWarren Baker

This week’s Kiplinger Tax Letter (which, for those of you that work in the legal/accounting/financial field, is an excellent way to stay current on tax-related topics that affect you and your clients) puts a spotlight on several self-directed IRA issues that I have written about in the past. First, if an IRA invests into a partnership … Continue reading Kiplinger’s IRA observations (related to nontraditional IRA investing) →

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 →