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What To Do When An IRA-Owned Asset Generates Unrelated Business Taxable Income (UBTI)

If you own an asset in your individual retirement account (IRA) which generates unrelated business taxable income (UBTI), including unrelated debt-financed income (UDFI), your IRA account may be subject to...

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Self-Directed IRAs: Options For Retirement

In recent years, self-directed IRAs have emerged as a powerful path for individual investors to diversify their retirement portfolio and build wealth. When investing in assets such as real estate,...

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The Self-Directed IRA: Risks and Rewards

As individual investors look to improve the performance of their portfolios, they are increasingly hearing more about self-directed IRAs (SDIRA). This approach to investing offers the tax benefits of the...

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Home Storage IRAs – Don’t Be Misled

From time to time, we receive inquiries about buying precious metals with a so-called “Home Storage IRA” or “Self-storage IRA” that uses an IRA-owned LLC entity. Some proponents of this...

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SEP IRA – What Is It?

Working for a large company often brings many benefits, including the ability to participate in some sort of retirement savings or investment plan. However, with an increasing number of Americans...

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6 Rules for Real Estate IRAs

Investing in real estate with a self-directed IRA could be a great way to diversify your portfolio while building wealth on a tax-deferred or tax-free basis. To maximize your opportunity with...

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