A Word of Caution for Self-Directed Investors: Use a Custodian That Specializes in Alternative Assets
November 14, 2023
The late actor James Caan found himself in a tax tangle in 2015 that his estate has been fighting . . . and lost last month. At issue was an IRA rollover that Mr. Caan...
Don’t Put Your Self-Directed IRA LLC at Risk for Prohibited Transactions!
December 16, 2021
An IRA LLC (or “checkbook IRA”) is when the account holder of a self-directed IRA gains direct control over the IRA funds. This is achieved when the individual sets up...
