Ryan McKeown, CFP®, CPA, Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by Financial Planning in “When a Checkbook IRA is a Good Idea—and When It’s Not.”
“Owning real estate in an IRA means missing out on the step-up in basis on real estate because IRAs don’t have that, and the property would require an annual appraisal.”
Read the full article written by Zoe Sagalow here.
