Jul 19, 2024
Which of these things doesn't belong? – Do you know what types
of investments are
legally prohibited from being in an individual retirement account
(IRA)? Chris Boyd
and Jeff Perry outline in detail the various categories of
investments that are not allowed
to be inside an IRA. The conversation turns to a detailed dialogue
of investments that
may be lawfully allowed but may not be a wise choice for an IRA.
Topics covered in this
in-depth episode include life insurance, collectibles, sub-chapter
S Corporations, margin
accounts, REITs, and municipal bonds.
For a related conversation on this subject, check the link below
from the “Great
Retirement Debate”:
https://open.spotify.com/episode/5XOonBS5q4DH9TtfJRriVk?si=FUlKkj3BQlmrhFIxC
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For more information or to reach Chris Boyd or Jeff Perry, click
the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr