Latest blog postings

Wed, Jun , - 2018


Examples of the types of gold coins allowed in an IRA

Thu, Apr , - 2018

Courtesy of the CA Franchise Tax Board

Wed, Feb , - 2018

Last December, the IRS issues a report outlining new ROBS warnings.

Fri, Feb , - 2018


Well, who?

Sat, Feb , - 2018

If done incorrectly, taking an SDIRA distribution can disqualify your IRA. If the IRS disqualifies your IRA, you owe taxes on the entire IRA backdated to Jan 1 of the year of the disqualification plus interest.

Sat, Feb , - 2018

If done incorrectly, taking an SDIRA distribution can disqualify your IRA. If the IRS disqualifies your IRA, you owe taxes on the entire IRA backdated to Jan 1 of the year of the disqualification plus interest.

Sat, Jan , - 2018

SBA loan life insurance is not my bailiwick. I help people create and fund corporations using their own retirement funds, a process the IRS refers to as ROBS. Some of my clients need SBA loans. There is an additional step an SBA applicant needs to complete if using retirement funds.

Wed, Jan , - 2018

The upcoming tax changes for corporations make 2018 a great year to start your ROBS funded

Fri, Dec , - 2017

Plan Administrators require year end valuations of all plan assets. Most of my clients’ plans only contain stock in the sponsoring corporation so this is a straightforward, albeit important, task. Some plan admins do not provide any guidance on creating that valuation.

Wed, Dec , - 2017

Does a Rollover Business Startups (ROBS) funding structure allow someone to claim women owned business (WOB) status?

Tue, Dec , - 2017

I first heard of an SDIRA Trust last year when John Park of PGI Agency called me to ask whether the idea would work. I love creative thinking, yet the idea seemed odd to me at first.

Thu, Nov , - 2017

Is Life Insurance a better choice than a ROTH IRA? If you are contemplating a self-directed ROTH IRA, here is another option for consideration. While I help people with self-directed IRAs all over the country, on this concept I only work with people in WA State.

Tue, Nov , - 2017

In IRA Trust, as an investment tool for the IRA, is a new concept for many IRA owners.

Sat, Oct , - 2017

I discussed the Peek v Commissioner case a year ago.

Fri, Oct , - 2017
Sat, Oct , - 2017

Contracting issues create a unique opportunity for Engineers (and similar professions) to use a Rollover Business Startup (ROBS) to land important contracts. Some of my clients leave firms to launch out on their own. Their goal is to work as a consultant.

Mon, Oct , - 2017

Why should self-directed IRA clients use a Wyoming LLC? As Nevada fades in the #1 State slot to create an LLC, many clients look to Wyoming for the best benefits. If you want to read the WY LLC rules, click here. Most of our clients create LLCs for their IRAs in their home State.

Mon, Oct , - 2017

Some of my self-directed IRA clients prefer a Nevada LLC. Nevada recently changed some rules that make Nevada, in my opinion, not as popular.

Wed, Sep , - 2017

Last week I taught a two-hour class on rollover business startups (ROBS) to the NW chapter of enrolled agents. I also learned a few things about enrolled agents and something about ROBS.

Enrolled Agents comparison chart

Tue, Sep , - 2017

I am starting to warm up to the idea of clients using SDIRA TRUST SSN as your tax ID.  My recent blogdiscussed filing for and using a distinct EIN for your self-directed IRA Trust.

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