UBTI Rules and House Flipping with Retirement Accounts

UBTI Rules

It’s easy to flip homes or engage in a real estate transaction with a Solo 401(k) plan. It’s as easy as writing a check from your plan bank account or wiring funds. Because you are the trustee of the Solo 401(k) – also known as the Individual 401(k) or Self-Directed 401(k) plan – you have […]

Does a Solo 401k Have the Same UBTI Rules as a Self Directed IRA LLC?

Solo 401(k) and UBTI

Yes and No. Like an IRA, the tax advantage of a Solo 401(k) Plan 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 […]