Tax and financial advice from the Silicon Valley expert.

When IRAs and Roths Must Pay Income Taxes

(Note – there has been a change in schedule for Michael Gray’s LIVE seminars on October 6 and 7. The following presentation will be made instead of the presentation on Family Limited Partnerships.)

Did you know that IRAs and Roths can be required to pay income taxes?

Many investors are exploring making alternative investments besides stocks, bonds and savings accounts through self-directed IRA and Roth accounts. Some of these alternative investments generate income that is taxable to the IRA or Roth.

Lamaar Baxter of Entrust, Self-Directed Retirement Plan Services, and Michael Gray, CPA will explain how the tax on unrelated business taxable income applies and the related tax forms that must be filed when the tax applies.

The presentation will be made as a webinar on Tuesday, October 5, 2010 at 10 a.m. Pacific Time. Here is a link to register for the webinar:

The presentation will also be made as a LIVE seminar at the October 6 and 7 East Bay and South Bay chapter meetings of the San Jose Real Estate Investor’s Association. The seminar presentations are “meetings before the meetings” that will begin at about 6:15 p.m. and conclude before the regular meetings at 7:00 p.m.

The East Bay meeting will be at the Hyatt Place Dublin, 4950 Hacienda Drive, Dublin, California on October 6.

The South Bay meeting will be at the Biltmore Hotel, 2151 Laurelwood Road, Santa Clara, California on October 7.

The admission investment is $25 for non-members of SJREI.

Get more details and register now to attend at

Tax and financial advice from the Silicon Valley expert.