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  • I have a client that purchased a home for 194k on 10/2/15 using a self directed IRA and then let his son live in the house....  Here are my questions: What are the potential repercussions? How do we unwind this? He has cash available and the ...

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    RE: Student loan payoff

    That would also be my assumption.  Mr. Smith probably has, or will establish, an exempt foundation and it will do the good deed on his behalf.  Too bad that there is a need for this and that Mr. Smith could not devote his generosity directly to the college.  ...

  • Veronica, Use the U.S. Dept of Education's Federal School Code Search for an "eligible institution." Bill ------------------------------ William Delaney EA, ATA billdelaneyea@gmail.com Westwood MA (781) 551-9252 ------------------------------