New Tax Law Helps Minimize Impact Of UBTI Tax For Self-Directed IRA Investors

May 15th, 2018

Here’s Adam Bergman’s latest Forbes.com article about the “C Corp Blocker” strategy to minimize taxes on Self-Directed IRA investments – One of the major elements of the 2017 Tax Cuts and Jobs Act (the “Act”) was the reduction in the maximum corporate tax rate from 35% to 21%.  The corporate tax reduction has been warmly […]

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New Tax Plan Makes Using Retirement Funds More Tax Efficient To Invest In A Bitcoin Mining Business

March 12th, 2018

One of the major elements of the Jobs and Tax Cut Act of 2017 was the reduction in the maximum corporate tax rate from 35% to 21%.  The corporate tax reduction has been warmly received by corporate America.  For retirement account investors looking to invest in cryptocurrency mining ventures, the maximum corporate tax rate reduction can […]

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Real Estate is Still a Popular Investment for Self-Directed IRA Investors!

March 7th, 2018

Most people mistakenly believe that their IRA must be invested in bank CDs, the stock market, or mutual funds. Few Investors realize that the IRS has always permitted real estate to be held inside IRA retirement accounts. Investments in real estate with a Self-Directed IRA LLC are fully permissible under the Employee Retirement Income Security […]

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IRA Financial Group Podcast Episode 104: 2018 UBTI Tax Rates and Impact On Your Retirement Accounts

March 5th, 2018

IRA Financial Group’s Adam Bergman discusses the 2018 Unrelated Business Taxable Income (UBTI or UBIT) rates and what impact it will have on your retirement accounts. Click Here to Listen  

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When Using a Solo 401k Plan, When Does UBTI Come Into Play?

February 27th, 2018

In general, most passive investments that your Solo 401(k) Plan might invest in are exempt from UBTI. Some examples of exempt type of income include: interest from loans, dividends, annuities, royalties, most rentals from real estate, and gains/losses from the sale of real estate. When an exempt organization such as an 401(k) Plan undertakes any […]

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IRA Financial Group Podcast Episode 103: Trump Tax Plan and Cryptocurrency Mining with Retirement Funds

February 23rd, 2018

IRA Financial Group’s Adam Bergman discusses how the Trump tax plan has made investing in Bitcoin mining operations using retirement funds more tax efficient.   Click Here to Listen  

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C Corporation UBTI/UBIT Tax Blocker Strategy To Gain Popularity for Self-Directed IRA Investors Due To Proposed Tax Plan

November 21st, 2017

Reduction in maximum corporate tax rate to 20% expected to increase use of C Corporation blocker for self-directed IRA private equity and real estate investment deals Adam Bergman, a partner with the IRA Financial Group, the leading provider of self-directed IRA LLC and Solo 401(k) plan solutions, expects to see a significant increase in the […]

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What Transactions Trigger the UBTI Tax with a Self-Employed 401(k)?

November 10th, 2017

In general, most passive investments that your Self-Employed 401(k), also known as a  Solo 401(k) Plan, might invest in are exempt from UBTI. Some examples of exempt type of income include: interest from loans, dividends, annuities, royalties, most rentals from real estate, and gains/losses from the sale of real estate. When an exempt organization such […]

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