Issues to Consider When Investing IRA Assets
Author: Ira G. Bogner.; Emily Erstling.
Source: Volume 27, Number 05, May/June 2014 , pp.45-52(8)
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Abstract:
IRAs are continuing to grow in size and popularity. As their retirement savings grow, many IRA owners seeking alternative investments in order to improve the balance and diversity in their investment portfolios may consider self-directed IRAs. Self-directed IRAs, however, are subject to myriad technical legal rules and requirements--rules and requirements, moreover, that change on an ongoing basis. This article sets out a number of issues IRA owners, and their trustees and custodians, need to stay on top of.Keywords: IRAs; self-directed IRAs; non-traditional investments; cross-collateralization; custodial indemnification
Affiliations:
1: Proskauer Rose LLP; 2: Proskauer Rose LLP.