Will you pay UBIT if your Solo 401k opens a margin account? When you’re weighing retirement account options, one question stands above the rest. Yes,
Avoid UDFI Tax with the Self-Directed Solo 401k
Did you know the Solo 401k is exempt from paying UDFI, or the mortgage tax? Unrelated Debt Financed Income (UDFI) and Unrelated Business Income Tax
The Most Elusive & Dangerous Self-Directed Solo 401k Practice – Part 2
[Originally Published at JeffNabers.com] In the last post, you learned about how doing an active "entrepreneurship-ish" deal inside your Solo
The Most Elusive & Dangerous Self-Directed Solo 401k Practice
[Originally published at JeffNabers.com.] There's something that most "successful" Self-Directed Solo 401(k) investors do that can spin them out of
Unrelated Business Income Tax – UBIT for Solo 401(k) & IRA accounts
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