For your IRA investments, check out the new rules related to self-directed IRAs. For Opportunity Zones, the only impact is that your deferred capital gains would be taxed at a higher rate.
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How would the Ways and Means Committee’s proposed tax bill this week impact my IRA investments and Opportunity Zone investments?
Answers
You will be subject to higher capital gains tax rates if you fail to hold your investment for 10 years. You will also be subject to higher rates in the recognition event for the 2026 tax year. You may also be subject to higher ordinary income tax rates on cash distributions in the upcoming years.
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