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Insights: LLC IRA

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IRS Form 5498: What You Need to Know

IRS Form 5498 is the form which the IRS requires STRATA (as an IRA custodian) to file each year to report the fair market value (FMV) of the alternative investments...

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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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