The “Big Beautiful Bill” (OBBBA) reshaped the Qualified Opportunity Zone (QOZ) program, a tax incentive first introduced in 2017 to encourage investment in designated low-income communities. While the original program was set to expire in 2026, OBBBA created a more permanent version starting in 2027, with updated rules and a
So bonds are in a rough spot right now to invest in. In addition, there are several historical rules I’ve encountered when discussing bonds with clients. Some examples are: Having a percentage of bonds equal to your age, so something like 60% by age 60 20% in your earning years,
Like getting a mortgage on a home, borrowing inside of a Self Directed IRA (SDRIA) can help add leverage, expand the upside of an investment and pose undue risks. It should only be used as part of a greater investment strategy coordinated by a CFP® or CPA®. Most borrowing in
