Tag Archives: ROBS

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

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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 →

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

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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 →

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

Estate Planning, Recent News, Self Directed IRA, , , , , , , , , ,

[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” →

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