Park View OZ

Just a reminder — Tax Day is Tuesday, April 15th!

If you or your clients have a Qualified Opportunity Fund investment, visit our tax information page for quick links, resources, and tips for filing.

➡️ https://parkviewozreit.com/qof-tax-form-information/

𝗠𝗲𝗲𝘁 𝘁𝗵𝗲 𝗥𝗼𝘁𝗵 𝗜𝗥𝗔’𝘀 𝗯𝗶𝗴𝗴𝗲𝗿, 𝗯𝗼𝗹𝗱𝗲𝗿 𝗰𝗼𝘂𝘀𝗶𝗻.

Roth IRAs have long been considered the gold standard for long-term, tax-free growth. Qualified Opportunity Funds (QOFs) can be used as a complement to Roth IRAs, offering the potential for decades of tax-free appreciation without any annual contribution limits, income restrictions, or exit penalties.

In Michael Kelley’s new Kiplinger article, 𝘏𝘰𝘸 𝘵𝘰 𝘋𝘦𝘭𝘪𝘷𝘦𝘳 𝘙𝘰𝘵𝘩-𝘓𝘪𝘬𝘦 𝘛𝘢𝘹-𝘍𝘳𝘦𝘦 𝘎𝘳𝘰𝘸𝘵𝘩 (𝘞𝘪𝘵𝘩𝘰𝘶𝘵 𝘊𝘰𝘯𝘵𝘳𝘪𝘣𝘶𝘵𝘪𝘰𝘯 𝘓𝘪𝘮𝘪𝘵𝘴), he walks through a straightforward way to expand tax-free compounding by pairing a Roth IRA-style approach with Qualified Opportunity Funds (QOFs).

You’ll learn about:

• How the QOF 30-year tax-elimination benefit works
• Changes under Opportunity Zones 2.0 and why the enhanced benefits beginning in 2027 matter
• A practical bridge strategy for investors who need to re-invest a capital gain in 2026 and want the option to gain eligibility for OZ 2.0
• The importance of choosing a buy-and-hold QOF that stays truly tax-efficient over the long term

Use Roth IRAs and QOFs side by side to expand tax-free growth.

➡️ Read the full article:
https://parkviewozreit.com/how-to-deliver-roth-like-tax-free-growth/

I'm an Opportunity Zone Pro: This Is How to Deliver Roth-Like Tax-Free Growth (Without Contribution Limits) Learn how QOFs can deliver Roth-like tax-free growth and what changes are coming under Opportunity Zones 2.0 in 2027.