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IRAs: Alternative Investments and Other Strategies David N. Levine and Richard K. Matta Groom Law Group, Chartered June 17, 2010
What We’ll Cover ,[object Object],[object Object],[object Object],[object Object],[object Object]
Background – IRAs and Roth IRAs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Background – IRAs and Roth IRAs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Roth Conversions and Rollovers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Roth Conversions and Rollovers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Roth Conversions and Rollovers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Roth Conversions and Rollovers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Valuation Issues ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Alternative Strategies ,[object Object],[object Object],[object Object],[object Object],[object Object]
Alternative Strategies - “Red Flags” ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Alternative Strategies - “Red Flags” ,[object Object],[object Object],[object Object],[object Object]
Alternative Strategies - “Red Flags” ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Alternative Strategies - “Red Flags” ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Alternative Strategies - “Red Flags” ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Alternative Strategies - “Red Flags” ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Alternative Strategies - “Red Flags” ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Alternative Strategies - “Red Flags” ,[object Object],[object Object],[object Object]
Alternative Strategies – Action Steps ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Potential Legislation ,[object Object],[object Object],[object Object],[object Object]

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Bna Ir As 062010 V3

  • 1. IRAs: Alternative Investments and Other Strategies David N. Levine and Richard K. Matta Groom Law Group, Chartered June 17, 2010
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