“Estate planning is not just about taxes — it is also about family.”
This is the latest iteration of an article 25 years in the making. The article is a high-level discussion of the many, many complex issues that can arise if an IRA or qualified plan invests in something other than conventional publicly traded stocks and bonds. It covers issues such as real estate investments, investing in employer stock, investing in an LLC or partnership. Covered are the prohibited transaction issues, self-dealing prohibitions, unrelated business taxable income, ESOP issues, etc.
These materials are not meant to and may not be relied upon, but are published for discussion purposes only. Rule 7.04(b) disclosures.
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