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  • Home
    • Blog
    • Submit Your Taxes
    • About Us
    • Contact Us
    • Testimonials
    • Career Opportunities
  • IRS Problems?
    • Taxpayer Bill of Rights
  • Resources
    • Tax Organizers >
      • 2022 Tax Organizers
      • 2021 Tax Organizers
    • Upload Portal
    • Where's My Refund
    • Business Formation
  • Payments
  • Schedule an Appointment
    • Chris
    • Tracey
  • Pricing
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2/4/2014

You Better Know the Rules Before Starting Your Self-Directed IRA

 
If you are interested in owning real estate in your IRA, don't fall for the "checkbook" control sales pitches you hear promoted everywhere.

Below is a link to a recent Tax Court ruling that discussed the pitfalls.
swanson_v._commissioner_106_t.c._76.pdf
File Size: 214 kb
File Type: pdf
Download File

    Chris Hardy, CFP®, EA, ChFC®, CLU®, NTPI Fellow®

    Chris has been in the financial industry for over twenty years, which includes working with investments, insurance, mortgages, taxes and financial planning.

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