The Self Directed IRA Handbook: An Authoritative Guide For Self Directed Retirement Plan Investors and Their Advisors

February 24, 2020 - Comment

The Self Directed IRA Handbook explains how investors can own alternative retirement plan assets in their IRAs. These assets typically include; real estate, private stock, IRA/LLCs, LP, LLC, private equity, hedge funds, private placement, crowdfunding, and precious metals. The Handbook clearly explains the prohibited transaction rules, investment structures, common self directed IRA investment assets, and

Buy Now! $45.00Amazon.com Price
(as of April 19, 2020 2:10 pm GMT+0000 - Details)

The Self Directed IRA Handbook explains how investors can own alternative retirement plan assets in their IRAs. These assets typically include; real estate, private stock, IRA/LLCs, LP, LLC, private equity, hedge funds, private placement, crowdfunding, and precious metals. The Handbook clearly explains the prohibited transaction rules, investment structures, common self directed IRA investment assets, and SDIRA tax pitfalls (UBIT & UDFI tax). The Handbook goes beyond the basics of self directed IRAs and includes extensive FAQs after each chapter, and nearly 100 citations to cases, statutes, rulings, and opinions from the Courts, the IRS, and the DOL. Its author, Mat Sorensen, is an experienced attorney who has advised clients with IRAs at every major self directed IRA custodian, and who speaks frequently at industry associations and before professional groups on self directed IRA topics. Mat regularly advises clients on the prohibited transaction rules, on IRA/LLC structures, on real estate and private company investments, and on UBIT and UDFI taxes. Mat has also successfully represented self directed IRA owners before the IRS Appeals Office and the U.S. Tax Court. To view testimonials for the book, and for additional self directed IRA resources, please visit the author’s site at www.sdirahandbook.com

Comments

Anonymous says:

Very informative, necessarily redundant. This is a bit redundant but very informative in that it tells you how these can fail if not set up right. When you are done reading it you might decide not to set up a self directed IRA for your real estate. A lot of situations don’t qualify and might expose you to self dealing. It’s worth the purchase if you are considering buying real estate in an Ira. Not an easy read but after all it’s a technical subject.

Anonymous says:

Dense but useful This is an excellent guide for anyone considering using their retirement funds to invest, and for those (like myself) looking to utilize the retirement funds of others. The rules and case profiles are reviewed, but no specific strategies are explored, outlined or recommended. You will get the lay of the land, but ifyou have a specific strategy you will be well-advised to get professional legal and accounting help.The book took me several days to read and absorb, but I’m an engineer. A…

Anonymous says:

Great reference book on SDIRA! Great SDIRA book – had everything you need – he had great case examples and highlighted important notes to remind/reflect upon as this is pretty complicated.I’m adding onto this review as I purchased another SDIRA book – Real Estate Investment Using Self-Directed IRAs – 2015 Edition: A Guide for the Real Estate Savvy Entrepreneur Paperback – March 18, 2015 which was twice the price pretty much and was a disappointment on arrival as it was soooo small. I haven’t read it yet, but I…

Write a comment

*