John,
I thought I’d take a minute to thank you for the information I learned at your June 3-4 Self Directed IRA seminar. There’s a wealth of knowledge of course, and the section on disqualified participants kept me from… Continue reading →
IRA & Tax Planning
- Self-Directed: IRAs, HSAs (powerful Health Savings Accounts), CESAs (Education IRAs), and 401(k)s
- “Checkbook” LLC (IRA-Owned LLC) (we help you decide whether you really need one and review why they should NOT be self-managed)
- Screening deals for fatal prohibited transactions
- Discussing UBIT (IRA Tax)
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