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Published Work

VIP Contributor on Entrepreneur where I write on retirement, tax, and legal topics.

My article on real estate investment assigments was in Realtor Magazine, which is the largest real estate publication in the US

Attorney at Law magazine has covered my expertise and niche practice on Self-Directed IRAs in two separate articles

My article on how investors can purchase and sell crypto tax-free using a Roth IRA was featured at Cryptopedia.

Latest Articles

Seller Financed Deals and Installment Sales

Seller financed deals can be a win-win strategy for buyers and seller of real estate or businesses. Seller financing means the seller of the asset, whether a business or property, agrees to take payments over time for the purchase price and as a result the seller is...

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Top 3 Mistakes In Do-It-Yourself Estate Plans

The Internet has allowed families to prepare basic estate planning documents from documents online and at affordable prices. However, the increase in affordability and convenience found on the web has created a false sense of security and inadequate planning that has...

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IRA/LLCs – IRA Ownership of LLCs

My article on IRA/LLCs for self-directed IRA investors was published by the California Lawyers Association, Section on Business Law, eBulletin. In the article I outline the benefits of an IRA/LLC, how to properly set-up an IRA/LLC, how the documents need to be...

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Self-Directed IRA Versus Solo 401(k)

Many self-directed investors have the option of choosing between a self-directed IRA or a self-directed solo 401k. Both accounts can be self-directed so that you can invest in any investment allowed by law such as real estate, LLCs, precious metals, or private company...

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Stuck With a 401K Loan and Leaving Your Job

Have you taken a loan from your employer 401(k) plan and plan on leaving? Unfortunately, most company plans will require you to repay the loan within 60 days, or they will distribute the amount outstanding on the loan from your 401(k) account. Its one of the ways they...

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