Tax planning ideas for individuals, businesses, estates and trusts, Ideas for building an extraordinary business, News about Financial Insider Weekly television series episodes
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This week’s interview on Financial Insider Weekly is with attorney Jeffrey Hare. We discuss using a “checkbook limited liability company (LLC)” with a self-directed IRA or Roth.
Lamaar Baxter of Entrust and Michael Gray, CPA will discuss When Self-Directed IRAs and Roths Must Pay Income Taxes at “meetings before the meetings” for the San Jose Real Estate Investors Association on 10/6 & 10/7.
Tags: business, ira, planning, roth, Tax matters, UBIT, UBTI, unrelated
This week’s interview on Financial Insider Weekly is with Hilary Martin, CFP of The Family Wealth Consulting Group. We discuss whether you should convert your IRA or taxable retirement account to a Roth account in 2010.
Tags: conversion, ira, roth
This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Wednesday, March 24, is with Tom Anderson, President and CEO of Pensco Trust. We discuss “Alternative investments besides real estate for your IRA or Roth accounts”.
Tags: investments, ira, roth
This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Wednesday, March 17, is with Tom Anderson, President and CEO of Pensco Trust. We discuss “Real Estate Investments In Your IRA or Roth Accounts”.
Tags: ira, real estate, roth ira
Certain transactions aren’t permitted for Roths and IRAs. They are called “prohibited transactions”, and can be subject to penalties. In this post, I’m going to focus on prohibited transactions. I am only going to hit some highlights so you will be aware of some red flags.