Category Archives: Self-directed IRAs

Lewis RobinsonSelf-Directed IRAs

Lewis Robinson (Mar 04, 2011)

A client called one of my CPA partners to ask about purchasing a Condo in Florida with a self-directed IRA. My partner asked me to call the client to go over the issues with a self-directed IRA owning real estate … Continue reading →

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Lewis RobinsonSelf-Directed IRAs and Trusts as Beneficiaries of IRAs

Lewis Robinson (May 03, 2010)

I attended Ed Slott’s Elite IRA Advisor workshop in Chicago on Friday and Saturday. There were 200 plus advisors attending the workshop. Ed and his staff went over some recent court cases regarding IRA issues. One of the sessions was … Continue reading →

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