The Checkbook IRA - Why You Want It, Why You Need It: A private conversation with a top retirement tax attorney (Self-Directed Retirement Plans)
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The Checkbook IRA - Why You Want It, Why You Need It: A private conversation with a top retirement tax attorney (Self-Directed Retirement Plans)

by Bergman, Esq., Adam

Business Finance
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The Checkbook IRA introduces a self-directed retirement planning approach and examines why it may be valuable to some readers. Framed as a private conversation with a retirement tax attorney, this guide focuses on the structure, purpose, and tax-related considerations surrounding Checkbook IRAs.

About This Book

The Checkbook IRA focuses on a retirement strategy known as the Checkbook IRA.

It examines why readers may want this type of arrangement and why they may need to understand it as part of self-directed retirement planning.

Presented as a private conversation with a retirement tax attorney, the book centers on tax considerations and retirement plan structure.

This resource is intended for readers seeking general information about self-directed retirement plans and the Checkbook IRA concept.

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I will be using this book for: