February 29, 2024

The Dos and Don’ts of IRA Investing

IRA investors today have literally hundreds of investment options available to them ranging from the stock, bond and mutual fund offerings of Wall Street to gold coins, real estate and derivatives. The decision to purchase one or more of them is one an investor often makes with the advice of his or her CPA. Investment decisions can be more complicated when the client intends to hold the investment in an IRA. The law does not allow taxpayers to put certain investments in an IRA; despite such limitations, there remain some attractive, little-publicized and less-known investment opportunities. CPAs should be familiar with them so they can give clients the best possible advice on a confusing, and potentially risky, subject of IRA investing.

Click here to read more…