Alternative Asset Spotlight: Considerations for private equity–like exposures inside SDIRAs.1) Policy & Regulatory UpdatesRoth Catch-Up Catch-22 and Regulatory TimingWhat changed:Final IRS/ Treasury regulations confirm that, while the SECURE 2.0 mandatory Roth catch-up rules are legislated, the formal compliance deadline for plan sponsors generally applies after 2026 — with administrative transition relief and good-faith reliance permitted through implementation.

The letter states the status is valid through 2033, provided compliance is maintained.My technical question: When taking title, does the 'Change of Ownership' affidavit need to be filed with the county before funding, or is it standard practice for the title company to record it simultaneously with the deed?

- How is this any different from trying to use excuses with the IRS because you didn't file on time?

Unless you have hard deadlines in your contract with language to enforce lateness, what you describe is not at all unusual.

Hey BP community,
I'm curious how other BC landlords are managing compliance tracking for their rental properties. Specifically:
Rent increase notices (90-day requirement in BC)Annual inspections (24-hour notice req...

IRS2) Deadlines & Key Dates Item Who It Affects Date / Timing Source Deadline to make 2026 IRA contributions for most taxpayers Traditional/Roth IRA holders April 15, 2027 (Tax filing deadline) IRS annual publication Digital asset basis reporting becomes mandatory for covered securities Investors holding digital assets Transactions on/after Jan 1, 2026 IRS Form 1099-DA instructions IRS 3) Alternative Asset Education SpotlightAlternative Asset Category: Digital Assets in SDIRAsHow it’s commonly held:Digital assets (like cryptocurrencies) can be held through SDIRAs via a custodian that supports crypto.

The study doesn't need to be completed by year-end but should be done early for 2024 tax filings.

If Amy bought in person, at the county, she will need to contact the county during a window that is 30 days to 5 days before the 2026 auction and tell them she wants to buy the 2025 lien coming up for sale in the 2026 auction.Amy decides not to exercise her right of first refusal, or misses the deadline, or something.Mark’s 2025 lien goes through the 2026 auction and Sally buys it at 10% interest on a $1,000 tax lien.On that date, if Mark redeemed from Amy’s 2024 lien, he would owe Amy $1,000 plus one year of interest at 6%, or $1,060.That $1,060 will be added to the $1,000 Sally owes for buying the 2025 lien.

Make sure that they are real estate savvy and ask referrals whether they’ll run scenario modeling before filing; also, sharing your asset type, state, and holding period will help the community recommend the right specialist faster.

Hey Chicago investors -
Quick technical question on the Cook County AHSAP (Class 9) incentive.
I am under contract on a 16-unit in Phoenix, IL, and we just received our formal approval letter from the Assessor reduc...