Tag Archives: prohibited transaction

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) →

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 3 – Prohibited Transactions, Examples and Explanations

July 18, 2015Recent News, Self Directed IRAdisqualified person, prohibited transaction, self-directed IRAWarren Baker

[To view Part 1 (“Formation”), click here; Part 2 (“What Clients are Doing and Why”), 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 … Continue reading Self-Directed IRA Article Series – Part 3 – Prohibited Transactions, Examples and Explanations →

Self-Directed IRA Investing: Fortune or Folly? [Bloomberg BNA presentation]

April 8, 2015Recent News, Self Directed IRAForm 5498, Form 990-T, law, prohibited transaction, Roth IRA, self-directed IRA, tax, UBTIWarren Baker

[UPDATE: Listen to presentation referenced below here] I am honored to be presenting for Bloomberg BNA on Wednesday, June 10th at 10am Pacific / 1pm Eastern (webinar). BNA is a very well-respected legal and tax research service and (as far as I know) I will be their first ever presenter on self-directed IRA-specific legal/tax topics. … Continue reading Self-Directed IRA Investing: Fortune or Folly? [Bloomberg BNA presentation] →

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) →