Insights: UBTI

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UBTI and UDFI Tax Considerations for IRA Owners

Revised on April 10, 2020 due to new guidance from IRS Notice 2020-23: Additional Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, which, in part, extends the Form...

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Tax Basics for Self-Directed IRAs

You’ve probably heard that investing in something called a “self-directed IRA” can save you money on taxes and open the door to a wider range of asset classes in your...

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When an IRA Incurs UBTI or UDFI

Investing in a self-directed IRA has many advantages, including the valuable combination of two key benefits: 1.  Tax deferral on investment earnings 2.  Broad array of alternative investment options Alternative...

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The Alternative Asset Self-Directed IRA Advantage: A Closer Look

Alternative asset classes can potentially offer investors significantly above-average returns, low correlation to traditional assets and enhanced portfolio diversification. But advisors face a key decision: how should they encourage clients...

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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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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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