TFS Briefs - Technical News
TAX FREE STRATEGIES BRIEFS
For more specific information on tax-free and tax-deferred investing, please download our current tax briefs regarding retirement and investment strategies. All are written by Midland IRA principal/owner Dave Owens CPA, CES.
Current Topics (Click to Download)
- IRA Contributions & Limits - January 2011 (60.1 KB .pdf)
- 1031 Real Estate Exchanges - February 2011 (63.9 KB .pdf)
- Prohibited Transactions & Disqualified Persons - February 2011 (73.6 KB .pdf)
- Required Minimum Distributions - February 2011 (71.7 KB .pdf)
- Unrelated Business Income Tax (UBIT)- March 2011 (74.4 KB .pdf)
- Inherited IRA Rules - March 2011 (77.6 KB .pdf)
- The Magical Roth IRA (66.0 KB .pdf)
- Buying Real Estate in your IRA - April 2011 (66.1 KB .pdf)
- Individual 401(k) Plans - April 2011 (88.9 KB .pdf)
- How to choose an IRA Beneficiary - May 2011 (78.2 KB .pdf)
- Stretch IRA - May 2011 (76.7 KB .pdf)
- Saving for Retirement with TED (82.9 KB .pdf)
- Investing in a Private Placement with an IRA - June 2011 (120.0 KB .pub)
- Investing in Gold in your IRA - August 2011 (67.2 KB .pdf)
A Message from the Author
CPA, CES
"I am proud to announce my newest publication, TFS Briefs. The briefs focus on current news and technical topics that will help investors save money by thinking outside the box in their investment approach. These briefs can be used by investors or professionals including accountants, attorneys, financial planners and realtors. They are written to help you understand important tips and trends used buy individuals interested in taking control of their financial situation and learning the ins and outs of retirement planning."