What a Clean IRA Investment Structure Looks Like

What a Clean IRA Investment Structure Looks Like

What a Clean IRA Investment Structure Looks Likeby Peter Rizzo A clean IRA investment structure creates clarity from the moment funds leave the retirement account to the moment income returns back into it. Every part of the structure should support proper ownership,...
How to Stay Audit-Ready With a Self-Directed IRA

How to Stay Audit-Ready With a Self-Directed IRA

How to Stay Audit-Ready With a Self-Directed IRA by Peter Rizzo Audit readiness is less about reacting to an audit and more about maintaining a structure that stays organized and consistent over time. A Self-Directed IRA involves more moving parts than a traditional...