There are no significant 2019 UBTI changes. For example, the 2019 Unrelated Business Income Tax (UBTI or UBIT) rate is 37%. This is the same…
Solo 401(k) rules include prohibited transactions and the use of your retirement plan with a disqualified person. Learn more about the Solo 401(k) retirement plan.
A Solo 401(k) plan is a great retirement plan for accumulating retirement wealth through high contributions and alternative asset investment opportunities. However, there are times…
The Department of Labor (“DOL”) Plan Asset Rules were generally enacted to limit an investment fund participant from using his retirement funds to transact with…
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.
With a Solo 401(k)Plan, flipping homes or engaging in a real estate transaction is as simple as writing a check. As trustee of your Solo…
IRA Financial Group’s Self-Directed Solo 401(k) Plan offers one the ability to use his or her retirement funds to make almost any type of investment…
In Mauldin v. Comr. 195 F.2d 714 (10th Cir. 1952), the court explained that there is no fixed formula or rule of thumb for determining…
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…
No. Unlike a Self Directed IRA LLC, when a Solo 401(k) Plan uses nonrecourse leverage to purchase real estate that is leveraged, it is exempt from paying any…
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