Ball v. Commissioner – What We Learned
In Ball v. Commissioner, we are shown the exact way not to make an investment with IRA funds and how to avoid a huge tax bill.
Biden Capital Gains Tax Proposal and the Roth IRA
The Biden Capital Gains Tax Proposal will increase the tax for the wealthiest Americans, which will lead to more people utilizing the Roth IRA
Recent Case Shows Importance of Choosing the Right IRA Custodian
IRA custodian support is crucial for investors using a Self-Directed IRA for non-traditional investments without triggering a prohibited transaction.
Impact of the Bobrow case on IRA transfers/rollovers
The Bobrow case shed light on the fact that IRS Publication 590 had an example of indirect rollovers that ran in contrast to its position and wasn’t fixed.
