Self-Directed IRA
What is the UBTI Tax Rate?
The UBTI Tax Rate prevents tax-exempt entities from competing unfairly with taxable entities. Learn more about the UBTI tax and how it may affect you.
November 29, 2023
Self-Directed IRA
Seller Financing with a Self-Directed IRA
Seller financing an investment property in your Self-Directed IRA is not only allowed, but may be the best and quickest way to sell a property!
November 6, 2023
Real Estate
What is a Non-Recourse Loan and How does it Work?
When using leverage with retirement funds to make an investment, you must use a non-recourse loan. Understand the pros and cons of doing so.
September 25, 2023
Self-Directed IRA
Real Estate Agents: Grow Your Business with a Self-Directed IRA
Real estate agents, grow your business with a Self-Directed IRA. More investors are aware of alternative investments so it helps to know the industry.
September 21, 2023
Real Estate
Can My Spouse and I Use Our Self-Directed IRAs for a Joint Real Estate Venture?
The use of multiple IRAs between spouses for a joint real estate venture is not considered a prohibited transaction by the IRS.
September 11, 2023
Real Estate
Can I Use the Real Estate Owned by a Self-Directed IRA?
Generally, you are not allowed to take advantage of real estate owned by a Self-Directed IRA, however, there may some instances you actually can.
August 30, 2023
Self-Directed IRA
Structuring a Self-Directed IRA Real Estate Investment in 2023
Many real estate experts believe real estate prices will become more moderate in 2023. Use your Self-Directed IRA to invest!
August 15, 2023
Real Estate
Buying Real Estate Using Self-Directed IRA and Personal Funds
The use of both IRA and personal funds for a real estate investment is permissible, so long as you don’t run afoul of the IRS prohibited transaction rules.
June 26, 2023
Real Estate
Tax-Free Real Estate Carried Interest Strategy
For real estate fund managers, taking advantage of the preferential tax treatment for carried interest has always been crucial, especially if one uses a Roth IRA.
May 9, 2023
Real Estate
How to Use Your Self-Directed IRA Property Personally with No Tax
The 60-day rollover rule gives one the ability to use a Self-Directed IRA property personally without tax or penalty or running afoul of IRS rules.
April 28, 2023