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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...
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
