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Roadblocks That are Preventing a Economic Recovery and how to Position a Self-Directed IRA

As we continue to see the bogus numbers coming out of Washington, and the political rhetoric that comes from the President’s reelection, we thought we would look at what stands in the way of a solid recovery, and compare that to what the government is actually doing. Issue 1 – The National Debt We are […]

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Where The Economy Going and How Will Your Self-Directed IRA be Impacted

So where is this economy going? This is a question that we ask ourselves everyday. So, in order to make sure that we help you understand how to properly manage your self directed Ira and be best prepared for self directed ira investments, we will go through some data to try and help give you […]

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Is It Time For Rental Property In Your Self-Directed IRA

The housing crisis and global economic shock has and will forever change the psyche of the average American for decades to come. No longer is the thought of renting seen as a shortcoming for not striving or attaining the American dream. Renting is now a necessity for many and a financial practicality. Home ownership is […]

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Self Directed IRA – Unrelated Debt Finance Income (UDFI)

A subset of UBIT is the Unrelated Debt-Financed Income (UDFI) tax. Under IRC § 514, the IRS will assess a tax on any income that is derived from the use of “acquisition indebtedness” in passive Self Directed IRA investments. For example, if your Self Directed IRA uses $30,000 of its own funds and also borrows […]

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Top 10 Self Directed IRA/401k Mistakes – #10 Self Directed IRA Owners Flipping Real Estate is Not UBTI

The receipt of rental income is considered to be passive income and therefore not subject to UBTI. However, some self directed IRA owners fall into the trap of thinking that this means that they can buy and sell properties on a routine basis (i.e. flipping), and that this would not be active income or running […]

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Top 10 Self Directed IRA/401k Mistakes – #9 Self directed IRA owner attempts to receive fees and commissions from IRA transactions

There are cases where the self directed IRA owner is a real estate agent and they want to earn a commission from selling property to their IRA or some other disqualified party’s self directed IRA. Such a transaction would be viewed as conducting a transaction with your IRA or receiving an indirect benefit. Either way, […]

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Top 10 Self-Directed IRA/401k Mistakes #8

Number 8: Self-directed IRA owner thinks a passive investment in the active business is not subject to UBTI UBTI is the tax that levels the playing field for tax-exempt entities that invest and compete against businesses that pay taxes. Self-directed IRA account owners find a unique business or investment opportunities in small businesses. Even though the […]

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Top 10 Self Directed IRA/401k Mistakes – #7 IRA owner uses personal assets or “Sweat Equity” for the benefit of the IRA

A self directed IRA owner is clearly allowed to guide and manage the investments of the self directed IRA. The management can be relatively involved and substantial. As an example, the self directed IRA owner (or even the self directed IRA LLC manager – the account owner), could potentially expend considerable effort in finding the […]

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