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...
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,...
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...
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...
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...
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...
