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Posts Tagged ‘leverage’

Posted in Blog, 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

Posted in Blog, Solo 401k Investment Options & Ideas on November 29, 2008

Self Directed Solo 401k Investment Options

In addition to saving money in a tax favored account, a Self Directed Solo 401k enables you to invest in virtually anything. Unknown to most people, retirement accounts and stock market investments do not have to go hand in hand. While the stock market only represents a small fra ... Continue Reading