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Real Estate in an IRA

Could a Self-Directed IRA Help You Solve a Real Estate Issue?

Submitted by Ferguson Financial Inc. on September 21st, 2016
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  • Real Estate in an IRA

Holding Real Estate in an IRA

Submitted by Ferguson Financial Inc. on January 28th, 2016
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  • Real Estate in an IRA

How Long Do You Have To Keep Your Statements?

Submitted by Ferguson Financial Inc. on February 24th, 2015

“You should retain copies of your federal tax returns for 7 years.” Is that true, or a myth? How long should you keep those quarterly and annual statements you get about your investment accounts? And how long should you keep bank statements before throwing them away?

 

Your age, wealth & health might shape your answer. If you are not yet retired, then you may wish to follow the general “rules of thumb” presented across the rest of this article.

 

On the other hand, if you are retired and there is any chance that you might need to apply for Medicaid, then you should keep at least five years of all financial records on hand (including credit card statements).

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  • 529 Plan Changes
  • Real Estate in an IRA
  • UGMA and UTMA accounts
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