Private Equity IRA Articles

Distributing Shares of Entities from IRA/Qualified Plans

By: Catherine Wynne

Phil was very satisfied with both the quality of the work and the earnings of DR, but was now contemplating the tax impact of distributing his IRA shares to himself and the consequent tax impact. The question loomed: what was the value of these shares for tax purposes?

Single Member LLCs – Top five mistakes that can get you into trouble

By: Catherine Wynne

All of the following are mistakes that will cost the IRA holder their entire IRA plus penalties, interest and taxes dating back from the point in time that the mistake is made.  Unfortunately these errors are practically invisible to the IRA administrator so you must…