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Your IRA and Unintended UBTI

UBTI stands for unrelated business taxable income. It’s the tax placed on the income earned from an unrelated business, regardless of the tax filing status. How UBTI works For our example, say an investor were to use their IRA to fund and start up a small business like a yoga studio. A yoga studio is a business not necessarily related to the primary principle of […]

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A Real Estate Investment Resource you Haven’t Yet Tapped

Real estate is one of the most popular alternative assets when an investor wants to shy away from the traditional avenues like bonds and stocks. Regardless of its popularity, it’s not necessarily accessible to everyone, namely because the amount needed up front is steep. What more and more retirement savers are discovering is that with […]

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What are UBIT and UDFI taxes associated with Self Directed IRAs?

When dealing with self-directed IRAs you may come across phrases that you haven’t heard before. We want you as informed as possible so that you can make wise decisions with your self-directed IRA. UBIT and UDFI are the two key phrases we will be talking about today. UBIT stands for Unrelated Business Income Tax and […]

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