Recent Tax Court Case, Mazzei v. Commissioner

Below is information on a recent Tax Court case regarding a Self-Directed IRA as well as a commentary by John Hyre, an attorney who frequently discusses tax ramifications of Self-Directed IRAs and 401(k) plans, among other topics.

In Hyre’s summation, the Tax Court “took a major step in the direction of curtailing [Self-Directed IRA] abuse.”

The case may have serious ramifications for Self-Directed IRA holders.

Click the links below to learn more about the case and to read Mr. Hyre’s commentary on the case:

• Mazzei v. Commissioner – United States Tax Court
• Mazzei Roth IRA Case Commentary by John Hyre

Note that information provided herein is for educational purposes only and should not be construed as advice of any kind.