Tag Archives: self-directed IRA

Article featured on “Wills, Trusts, & Estates Prof Blog”

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Thank you to the esteemed law professor Gerry W. Beyer for his interest in my 2014 article on the complexities that self-directed IRAs present in estate planning.  Read Professor Beyer’s blog post here. In summary, retirement accounts need to be considered carefully during the estate planning process – and these complexities increase exponentially when the … Continue reading Article featured on “Wills, Trusts, & Estates Prof Blog”

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Pending GAO Report of Self-Directed IRAs

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As I referenced in my last post (related to my recent newsletter), I was recently interviewed by seven members of the U.S. Government Accountability Office (GAO) related to a new report they are putting together on “self-directed” retirement accounts (i.e., IRAs and 401(k) accounts that are invested into “nontraditional” assets; and also “ROBS” structures, which involve … Continue reading Pending GAO Report of Self-Directed IRAs

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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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Self-Directed IRA Article Series – Part 4 – Current Tax to IRA (UBTI & UDFI)

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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 revamped those articles and will post them … Continue reading Self-Directed IRA Article Series – Part 4 – Current Tax to IRA (UBTI & UDFI)

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

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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)

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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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Self-Directed IRA Article Series – Part 3 – Prohibited Transactions, Examples and Explanations

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[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

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Self-Directed IRA Article Series – Part 2 – What Clients are Doing and Why

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[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

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Self-Directed IRA Article Series – Part 1 – Formation

Recent News, Self Directed IRA, ,

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 revamped those articles and will post them … Continue reading Self-Directed IRA Article Series – Part 1 – Formation

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