What Exactly is UBTI?

July 3rd, 2013

The tax advantage of an IRA is that income is tax-free until distributed. In general, an exempt organization is not taxed on its income from an activity that is substantially related to the charitable, educational, or other purpose that is the basis for the organization’s exemption. Such income is exempt even if the activity is […]

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Self Directed IRA & Solo 401K Plans with Foreign Bank Accounts- Filing Deadline Approaching

June 9th, 2011

United States persons are required to file an FBAR if:

The United States person had a financial interest in or signature authority over at least one financial account located outside of the United States; and
The aggregate value of all foreign financial accounts exceeded $10,000

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Maximizing Returns on Self Directed IRAs

May 18th, 2011

When considering a self directed IRA, it is important to maintain a set of files that reliably hold invested accounts. If the owner of the file or custodian compensated by a structured account is certain of the permissible reports involved, the transaction is treated as using all it needs to maintain standard selection procedures. While this system is a mutual asset to many clients and custodians, value for broad investments depends more on the receiving and lowering of bullion than on copyright inaccuracies.

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