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Insights: IRC 408

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Considering Real Estate in a Self-Directed IRA?

With the economic downturn, savvy investors are looking for investment opportunities in real estate and may consider using a self-directed IRA or Real Estate IRA. After all, real estate has...

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Debt-Financed Property with your IRA

Real estate is a popular self-directed IRA investment. There are times when investors are interested in a particular residential or commercial property but only have a portion of the funds...

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Understanding Unrelated Business Taxable Income (UBTI) in an IRA

Part 1: UBTI Making investments with funds from a self-directed IRA provides a great tax advantage in that most income is tax-free until distribution. However, there are certain situations in...

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Understanding Unrelated Debt-Financed Income in an IRA

In Part 1 of Understanding Unrelated Business Taxable Income, we discussed UBIT. The second type of UBTI that a self-directed IRA may generate is unrelated debt-financed income or UDFI. UDFI...

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Understanding Prohibited Transactions and How to Avoid Them

A self-directed IRA can open the door to many investments that you may have not considered. A short list of investments your IRA may not invest in is spelled out...

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