Seattle, WA
Tax Lawyer at Seattle, WA
Practice Areas: Tax, Estate Planning, Business
The popularity of investing retirement funds into “non-traditional” assets (e.g. real estate, private lending, LLC and partnership interests, etc.) using a self-directed IRA or an IRA-owned LLC has in...
See Full GuideWhen looking at the world of self-directed IRAs from the "10,000 foot level," there are two categories of legal/tax issues that are the most critical when investing an IRA into "non-traditional" invest...
See Full GuideProperly planning for the passing of retirement accounts at death can result in huge tax (and other) benefits for a client and their beneficiaries. "Self-directed" IRAs present specific challenges bec...
See Full Guide[In a continuing series of articles, tax attorney Warren L. Baker is writing on the topic of "self-directed" IRAs - from the basic formation process to the complex tax and legal ramifications involved ...
See Full GuideIn my last article, The "Self-Directed" IRA - Part 1: Formation, I began to discuss a method of investing retirement assets into "alternative" types of investments (e.g. real estate, promissory notes, ...
See Full GuideIn my last legal guide, "The Self-Directed IRA: Retirement Dream or Nightmare", I provided an overview of some of the issues that arise when investing retirement assets into "alternative" assets (e.g. ...
See Full GuideInvesting your retirement funds into "alternative" investments, such as privately-held businesses, real estate, private loans, tax liens, etc. can be liberating for many entrepreneurial types and/or "I...
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