621 17th St # 2100, Denver, CO 80293 Phone: 877-903-2220    Fax: 775-201-1456

UBIT/UBTI/UDFI Taxes

Posted in Solo 401k Compliance, Solo 401k Investment Options & Ideas, UBIT/UBTI/UDFI Taxes on March 23, 2009

Where to find a nonrecourse loan for a Self Direct ...

For many real estate investors, leverage is a key factor to their plans for profits – leverage in the form of mortgage financing. When you introduce mortgage financing into Self Directed IRA ownership of real estate, a special tax called Unrelated Business Income Tax (UBIT) ... Continue Reading

Posted in UBIT/UBTI/UDFI Taxes on February 19, 2009

Unrelated Business Income Tax – UBIT for Sol ...

If you talk to the average CPA, he’ll tell you that UBIT is the boogeyman and is to be avoided… always. Discussing this topic with an above average CPA (such as Eric Wikstrom of Integrated Wealth Strategies) yields different advice. The Two Types of UBIT Triggered f ... Continue Reading