Overview

IMAGINE HAVING AN INCOME TAX-FREE RETIREMENT INCOME! It s possible with a Roth IRA or Roth 401(k) account! In this compact explanation, Michael Gray, CPA gives the highlights of what you need to know to build a big, tax-deferred or tax-free retirement account and get the maximum benefits from it. * How do the advantages and disadvantages of a Roth account compare to those of an IRA account? * How can you use a rollover from a 401(k) or other employee retirement account to create a big Roth or IRA account? * Many people have become disenchanted with the stock market. How can you use a self-directed Roth or IRA account to make alternative investments, such as in real estate or private mortgages? * What are the prohibited transactions that can result in disqualification (treated as instant distribution) of your Roth or IRA account? * When can a Roth or IRA be required to pay income taxes? Should you go ahead with an investment that generates income taxes for the Roth or IRA anyway? And much more!

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Michael C. Gray founded his CPA firm, Michael Gray, CPA October 1, 1996. He has continuously worked in public accounting since June 1974. Mike was a co-founder and partner in charge of tax services of Hubler, Gray and Associates from June 1986 through September 1996 and a tax manager at KMG Main Hurdman, subsequently acquired by KPMG Peat Marwick, from February 1978 to June 1986. The areas of practice that Mike has focused on include tax planning for individuals, estate and trust planning and administration, tax planning for businesses, tax examinations, and tax procedure. He also assists other tax practitioners in dealing with complex tax issues. He currently writes three free email newsletters Michael Gray, CPA's Tax and Business Insight, Michael Gray, CPA's Option Alert and Michael Gray, CPA's Real Estate Tax Letter, and has a blog at michaelgraycpa.com. You can also watch episodes of his TV show, Financial Insider Weekly, on Youtube. Mike has given many presentations and written many articles on tax subjects, including for the California Society of CPAs, Silicon Valley Bar Association and Santa Clara County Bar Association. Mike has been a CPA in California since March 1977. He received his BS in accounting and MBA at San Jose State University in June 1974 and June 1978, respectively. He is a past president of the Silicon Valley San Jose CPAs, past chairman of the tax committee for the Silicon Valley San Jose CPAs and past member of the state tax committee for the California CPAs. He is also a member of the Santa Clara County Estate Planning Council, and has been involved with the Executive Planning Committee of the Tax Section for the Santa Clara County Bar Association. An article about the Web Site for Michael Gray, CPA appeared in the October 1997 Journal of Accountancy. KNTV News also featured a story on his Web Site in the Technology section of the Six O Clock News, and he has been profiled in The San Jose Mercury News. Mike has been quoted in The San Jose Mercury News, The San Francisco Chronicle, The Wall Street Journal, and The New York Times. He is the author of Secrets of Tax Planning for Employee Stock Options, Employee Stock Options Executive Tax Planning, The Real Estate Tax Handbook, and How to Use Roth & IRA Accounts to Provide a Secure Retirement.

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