In this article, you’ll learn about self directed IRA tax rules. We’ll break down UBTI, UBIT, as well as UDFI and how it impacts your real estate investment choices. Read on to learn all about how a self directed IRA is taxed.
Self-Directed IRAs & 401(K)s
A comprehensive directory of free educational content created specifically for investors.
The IRS is very interested in Self-Directed IRA’s (“SDIRA’s”). They are especially interested in IRA’s that invest in real estate or via trusts or via “Checkbook LLC’s”. Learn why here.
This is a story of one of our RealWealth members, who came in for a strategy session to get some ideas on how to reduce her taxes this year. Learn the options she was given, the potential outcomes for each, and find out which strategy she chose.