Category Archives: Self-Directed IRA & Qualified Plan Information

Roth IRA Conversions and Re-Characterizations

Posted on April 11, 2012 by ryan

Question: Dear Mr. Long, I enjoyed you video on the Lifestyles Unlimited website about IRAs.  I am new to Lifestyles here in Dallas and have a question for you if you have time. (I’m 61.) In your video, “The top … Continue reading →

Posted in Self-Directed 401(k), Self-Directed IRA & Qualified Plan Information, Self-Directed Roth IRA | Leave a comment

How do I Calculate Required Minimum Distributions (RMD)s and What is the Penalty for not taking the RMD?

Posted on April 4, 2012 by ryan

Question:  I have been delinquent in requesting the RMD’s for the years since my father’s death on December 19, 2006.  At that time I was 49 years of age.  Now it is at the 5 year mark and I don’t wish … Continue reading →

Posted in Self-Directed IRA & Qualified Plan Information, Self-Directed Roth IRA, Self-Directed Traditional IRAs | Leave a comment

Valuation for 1099R Purposes

Posted on March 23, 2012 by ryan

Question: “I converted a traditional IRA to a Roth IRA in which I have several non-traditional / alternative investments (REITs, private placement, etc) which have liquidity and marketing restrictions thereby limiting their current valuation. How / where do the FMVs … Continue reading →

Posted in Self-Directed IRA & Qualified Plan Information, Self-Directed Traditional IRAs | Leave a comment