Aside from life insurance and the prohibited investments listed in Internal Revenue Code Section 408, individual retirement accounts can invest in just about anything. But IRA ownership of alternative investments can introduce complications. Depending on the type of investment, these obstacles can include obtaining valuation opinions, needing additional legal work, encountering difficulty in making required minimum distributions (RMDs), paying the unrelated business income tax (UBIT) and ...

All Access Premium Subscription

Your subscription will include 12 months of Trusts & Estates magazine, access to premium content on WealthManagement.com, and Trusts & Estates plus iPad app.

Already registered? here.