How to Calculate the UBTI Tax on a Real Estate Nonrecourse Loan with a Self-Directed IRA?

March 11th, 2013

IRS Form 990-T, specifically Schedule E, is the tax form where a charitable organization of retirement account, such as an IRA or Roth IRA would report income that would be subject to the Unrelated Business Taxable Income (also known as UBIT or UBTI) or Unrelated Debt Financed Income tax.  In general, only income generated from […]

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How to Calculate Tax on Using Nonrecourse Loan with a Self-Directed IRA

March 11th, 2013

IRS Form 990-T, specifically Schedule E, is the tax form where a charitable organization of retirement account, such as an IRA or Roth IRA would report income that would be subject to the Unrelated Business Taxable Income (also known as UBIT or UBTI) or Unrelated Debt Financed Income tax.  In general, only income generated from […]

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Does a Short Sale With a Self-Directed IRA LLC Trigger an IRS Prohibited Transaction?

March 1st, 2013

When it comes to making investments with a self-directed IRA LLC, the IRS generally does not tell you what you can invest in, only what you cannot invest in.  The types of investments that are not permitted to be made using retirement funds is outlined in Internal Revenue Code Section 408 and 4975.  These rules […]

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How to Calculate Tax on Using Nonrecourse Loan with a Self-Directed IRA

February 24th, 2013

IRS Form 990-T, specifically Schedule E, is the tax form where a charitable organization of retirement account, such as an IRA or Roth IRA would report income that would be subject to the Unrelated Business Taxable Income (also known as UBIT or UBTI) or Unrelated Debt Financed Income tax.  In general, only income generated from […]

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Using an IRA to buy a Business Tax-Free!

July 5th, 2011

With IRA Financial Group’s Business Acquisition Structure, a C Corporation will be formed that will establish a 401(k) qualified plan. The individual will then be able to rollover his or her IRA or 401(k) funds into the new 401(k) Plan tax-free.

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