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Insights: UBIT

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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