Real Estate, IRAs & Clients

What clients want to know.

By Barry J. Friedman, CPA
IndustryNewsletters

Real estate can be a great investment, and many people don’t know they can also put property into their IRAs. However, they have to be careful: One small mistake and an IRA’s tax advantages disappear.

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So what do you tell clients about the rules to follow to have a qualified real estate purchase?