A taxpayer wanted to buy an investment property and place it in his self-directed IRA. To ensure everything was done correctly, he hired a CPA, a lawyer, a financial advisor and a realtor to help with the transaction. But even with this team in place, the attempted rollover failed three different IRA rules …
Wednesday, May 27, 2015
IRA rollover runs aground ...
A taxpayer wanted to buy an investment property and place it in his self-directed IRA. To ensure everything was done correctly, he hired a CPA, a lawyer, a financial advisor and a realtor to help with the transaction. But even with this team in place, the attempted rollover failed three different IRA rules …
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