Tag Archives: Roth IRA

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 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] →

ROTH IRA + IRA TRUST: Tax free growth/income and asset protection for your heirs

January 30, 2015Estate Planning, Recent Newsbeneficiary designation, estate planning, IRA Trust, Roth IRAWarren Baker

Most clients like the idea of tax-free growth, tax-free income, asset protection, and maintaining some level of control over assets after they are passed to future generations. Maximizing Roth IRA growth during a client’s lifetime and leaving the Roth IRA to an “IRA Trust” (aka, “Legacy Trust,” “Retirement Account Trust,” etc.) at the client’s death … Continue reading ROTH IRA + IRA TRUST: Tax free growth/income and asset protection for your heirs →

GAO’s “Multimillion Dollar IRA” Report Released

November 19, 2014Recent News, Self Directed IRAGAO, IRS, Roth IRA, self-directed IRAWarren Baker

Today, the federal Government Accountability Office (GAO) released its report on “large balance IRAs”. The full report is 99 pages long, but a summary can be found here. For me personally, the report is important in multiple ways: I was interviewed by a GAO officer during their preparation for writing the report. Almost all of my … Continue reading GAO’s “Multimillion Dollar IRA” Report Released →

Boom! Boom! Boom! IRS fires three shots across the bow of self-directed IRA investors

October 10, 2014Recent NewsEllis v. Commissioner, Form 5498, IRA, IRS, Peek v. Commissioner, Roth IRA, self-directed IRA, Tax CourtWarren Baker

For those of you who are interested in self-directed IRA topics but who are not members of the Taxation Law section of the Washington State Bar Association (quite a few of you I’m sure!), I wanted to share with you my latest full length article. The article, entitled “Boom! Boom! Boom! IRS fires three shots … Continue reading Boom! Boom! Boom! IRS fires three shots across the bow of self-directed IRA investors →