Asset Optimization Blog - Ken W. Stone
Are you missing out on Tax-Free income from your IRA?
In Asset Optimization Case Studies by Ken Stone (September 28, 2008 3:18 am)
A strange question, isn’t it? After all, you’re supposed to be taxed (as income) for money you withdraw from your IRA (or other qualified retirement account).
I was talking with a client last week about their financial situation. They’re old enough so they’re forced to take the required minimum distribution from their IRA. From the comments […]
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Is a Self Directed Retirement Account Best (part 3)?
In Retirement Planning by Ken Stone (September 19, 2008 11:35 pm)
It’s critically important to understand the Tax Consequences of the decision to purchase investment real estate with a self directed retirement account.
Here’s the scoop on the tax treatment for investment real estate at the time of sale (setting aside the tax benefits that are realized during ownership):
–>Gains as defined by the IRS are subject to […]
