Self-Directed IRAs and Traditional IRAs

  • Advise regarding proper and effective use of self-directed IRAs in estate planning;

  • Advise regarding formation and use of a limited liability company or business trust as the primary investment of a self-directed IRA;

  • Counsel regarding selection of beneficiary of IRA;

  • Use of trust as beneficiary of IRA in lieu of children directly;

  • Rollovers to surviving spouse’s IRA; creation of separate accounts after death of IRA owner;

  • Distributions from pension plan to Inherited IRAs by children;

  • Compliance with prohibited transaction and self-dealing rules.

Contact:

Bradford N. Dewan

Bradford N. Dewan