Tag Archives: Solo 401(k)

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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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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