Quoted in Forbes piece on Roth IRA/LLC case (Block Developers, LLC v. Commissioner)
Recent News, Self Directed IRA, TaxThere has been some rumbling (at least in my world) over the past few weeks regarding another Tax Court dealing with Roth IRAs and “excess contribution” issues. The case, Block Developers, LLC v. Commissioner, involves four family members (father, mother, two children) that formed Roth IRAs and attempted to shift income that would otherwise … Continue reading Quoted in Forbes piece on Roth IRA/LLC case (Block Developers, LLC v. Commissioner)
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