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Quoted in Wall Street Journal article on UBTI (“Are Taxes Lurking in Your Tax-Free Retirement Account?”)

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Many IRA investors are completely unaware that an IRA’s investments (whether made out of a “Traditional” or Roth IRA) can potentially produce¬†currently taxable income to the IRA itself – resulting in both tax to the IRA, but also a special tax return filing (Form 990-T). ¬†In the “self-directed IRA” world, this is particularly a problem … Continue reading Quoted in Wall Street Journal article on UBTI (“Are Taxes Lurking in Your Tax-Free Retirement Account?”)

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