At Equity Trust we work to be an instrumental part of your financial team. With that we understand consulting with other financial professionals is important. To assist you with having meaningful and effective conversations, John Bowens goes through a list of common questions that CPAs and other financial professionals might ask when helping you make financial decisions around self-directed IRAs in this video segment. Schedule a consultation: We encourage our clients to give us a call and we can set up a conference call with your CPA or financial professional to ensure that we are all on the same page and most effectively assisting you. Here are some of the questions your CPA or other tax professional may have that John covers: 1) What is the difference between a self-directed IRA and standard IRA? 2) Is it legal to hold real estate or other alternative assets in a self-directed IRA? 3) When buying a property or other alternative asset, are you taxed or penalized? ...
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