

Tax-Free Investing & Contribution Deadlines: Your Self-Directed Account Questions Answered
Jan 2, 2024
Discussion on crucial deadlines for Roth conversions and compliance requirements for retirement accounts. Answering questions on self-directed retirement accounts, cost segregation strategies, Solo 401(k) contributions, VRBO taxes, multifamily and single family home purchases, and creating tax-free real estate investments.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Roth Conversion and Self-Rental Cost-Seg
01:52 • 15min
Tax implications of using a self-directed Roth IRA to invest in a business
17:08 • 10min
FinCEN Requirements and Foreclosure Expenses for Self-Directed IRA LLCs
27:07 • 3min
Differentiating Administrative Expenses and Asset Expenses in a Retirement Account
30:25 • 3min
Managing Self-Directed Accounts and Complying with the Finson Report
33:03 • 3min