Ask A Question

How can I take advantage of the OZ incentive for my retirement tax planning?


Answers
  • Maria De Los Angeles Rivera
    March 11, 2021

    I would say treat an investment in a QOF as any other investment you will make. Keep in mind the time span needed to obtain the full benefits and how that harmonizes with your needs after retirement. Consult your investment advisor.

  • DISCLAIMER: 

    the information found on this website is intended to be general information; it is not legal or financial advice. Specific legal or financial advice can only be given by a licensed professional with full knowledge of all the facts and circumstances of your particular situation. You should seek consultation with legal and financial experts prior to participating in any aspect relating to Opportunity Zones. Posting a question on this website does not create an attorney-client relationship. All questions you post will be available to the public; do not include confidential information in your question.