You’ve probably been told that IRAs are allowed to hold real estate as an investment. But IRA custodians like Schwab, Fidelity and TD Ameritrade aren’t required to let you include real estate in your IRA account. A taxpayer – not one of our clients – learned this lesson the hard way. Here’s what happened.
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About Brian Fricke, CFP®
Brian L. Fricke is a Fee Only® Financial Planner, Author, Speaker and Incredible Retirement® Expert.