Articles

The Thiessen Tax Court Case – Loan Guarantees = Prohibited Transactions & Other Lessons

The basic lesson:

Do not guarantee loans for your IRA, or for any entity owned by your IRA. A corollary would be: Do not use IRA property to secure a personal loan. Get qualified, objective help when entering into IRA… Continue reading

Speech to ETC re: Prohibited Transactions

If you have not heard me speak, here’s a download of a presentation I gave at the Equity Trust Company Conference in 2014.  It should give you a feel for my qualifications and approach.  You’ll also learn a… Continue reading

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