hat
Li nan kritik ke bagay sa yo dwe okipe nan yon lòd espesifik, ke tout akò ak dokiman fòmasyon dwe Customized pou IRA a ak ke IRA a peye pou tout pwosesis la. Si pwopriyetè IRA a pèsonèlman peye pou nenpòt nan sa a, kont la tout antye ta ka yon tranzaksyon ki entèdi. Limit yo IRS sou sa a yo defini ak konsekans grav pou tonbe sou bò a mal nan liy ki tranzaksyon entèdi. Li esansyèl ke yon pwofesyonèl ki gen eksperyans mennen pwosesis ou a ak yon avoka oswa konseye pedagojik ki kalifye konseye pedagojik la.
eng
It’s critical that these items be handled in a specific order, that all agreements and formation documents be customized for the IRA and that the IRA pay for the entire process. If the IRA owner personally pays for any of this, the entire account could be a prohibited transaction. The IRS boundaries on this are definite with severe consequences for falling on the wrong side of the prohibited transaction lines. It’s paramount that an experienced professional lead your process with an attorney or qualified tax advisor’s guidance.