Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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Compass
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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GAO Report: Improved Guidance Could Help Retirement Account Owners Understand the Risks of Investing in Unconventional Assets
U.S. Government Accountability Office [GAO] Jan. 10, 2017
56 pages. "GAO examined: [1] what is known about the prevalence of accounts that invest in unconventional assets; [2] how these accounts are managed; and [3] what challenges are associated with administering these retirement accounts.... GAO is making three recommendations to the [IRS] to, among other things, improve guidance for account owners with unconventional assets on monitoring for ongoing federal tax liability and to clarify how to determine the fair market value of hard-to-value unconventional assets." [GAO-17-102, published Dec. 8, 2016, released Jan. 9, 2017]
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