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Tax Tips & Commentary
A Parting Gift Workbook

R Pace Tax Service, LLC

Home
Contact
Tax Services
Consultations
Resources
About Us
Welcome
Tax Tips & Commentary
A Parting Gift Workbook
September 19, 2017
Rebecca Pace

Considering Creative IRA Investments?

September 19, 2017
Rebecca Pace

Thinking about taking control of your IRA to invest in something different?  Be very cautious.  IRAs cannot invest in some types of investments.  Loans and Unrelated Business Income can create tax complications.  Self-dealing, like paying yourself a management fee, can disqualify the IRA and make the entire account taxable.  

September 19, 2017
Rebecca Pace

Rebecca Pace

Last call for 2016 tax returns
Are you thinking about making large gifts to the children?
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513-233-9900RPace@RPaceTax.com

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