The world of self-directed retirement is in jeopardy.
Recent headlines about “MEGA ROTHS” have created a buzz in the media, and that buzz has resulted in an increase in regulatory hurdles for everyday people who have self-directed their retirement accounts.
Though the recent proposals to essentially ban the investment of private placements via SDIRA’s have been rejected, there are still several changes in the works that investors need to be knowledgeable about. In fact, it’s critical to understand how these discussions are evolving, as many of the regulations may take place as early as 2022.
Today, we are joined by John Hyre, an experienced tax attorney who specializes in the taxation of real estate and SDIRA’s/401k’s. He is exceptionally knowledgeable on the matter and painstakingly reviews recent court cases to stay on the cutting edge of these regulations.
In this episode, we discuss…
This is a VERY important episode for any passive investor who has self-directed their account, or an owner operator that wants to raise future funds from SDIRA investors.
Take Control,
Hunter Thompson
Resources mentioned in the podcast:
1. His website
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Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors.
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