10 Questions Advisors Must Ask about IRA Custodial Documents

Posted on: April 9th, 2007
More helpful information on IRAs from expert Ed Slott: Financial advisors should make sure they know the following about the IRAs they advise clients about:...

Top 10 Must-Dos for IRAs

Posted on: March 23rd, 2007
It’s vitally important to make sure that the proper beneficiaries are designated for your IRAs and other retirement accounts, since the beneficiary designation controls what happens to the account, regardless of what your will, trust, divorce settlement, or any other agreement says....

Owning Real Estate in an IRA

Posted on: November 19th, 2006
Owning real estate in a self-directed IRA can seem like a great way to save for retirement. However, I have found that most clients want to structure the ownership and/or management of the real estate in such a way that they will run afoul of the prohibited transactions rules. ...
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