Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]
The Perfect RIA
Intentional Tax Planning and Avoiding Mistakes with IRAs
This chapter delves into intentional tax planning strategies for IRAs, highlighting common mistakes to steer clear of like self-dealing and the prohibition of possessing certain investments. The importance of due diligence in verifying investment details to prevent fraud is emphasized, along with complexities surrounding distributions, spousal rollovers, and beneficiary designations.
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