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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IRA and Nonrecourse Financing

July 2nd, 2012

When it comes to using IRA and nonrecourse financing to make an IRA or Roth IRA investment, it is crucial that one keeps in mind several important tax rules.  In most instances, investors using retirement funds to make an investment will use cash to make the investment. Whether the investment is in the form of […]

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