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Unrelated Debt-Financed Income – UDFI

Solo 401(k) UDFI

Solo 401(k) and UDFI Tax Many clients who have the Solo 401(k) plan often ask us if they will become subject to the UDFI tax. No, UDFI does not apply to 401(k) plans. Unlike a Self Directed IRA, when a Solo 401(k) plan uses a non-recourse loan to purchase real estate that is leveraged, it […]

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TODAY, September 5, 2024 | 1PM EDT

Tax Strategies for 2024 & Beyond: How to Maximize Deductions and Minimize Penalties with Your IRA