The Pocket IRA for Private Business Investments/Private Placements is essentially the self-directed IRA LLC, which allows you to invest without a custodian.
The Pocket Bitcoin IRA is essentially a self-directed IRA with checkbook control, allowing you to make investments without custodian consent.
IRA Financial’s Pocket IRA for investment funds will allow you to use your retirement funds to invest in all types of investment funds, such as…
The Pocket IRA for Notes/Loans is essentially the self-directed IRA with checkbook control, allowing you to invest in alternative assets, like notes/loans.
IRA Financial’s Pocket Real Estate IRA will allow you to use your retirement funds to invest in real estate directly from your mobile device or…
The best retirement strategy doesn’t mean establishing an IRA. Depending on your financial needs, you may benefit more from a Solo 401(k) retirement plan.
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…
When a debt-financed asset is sold, a special rule applies for the purpose of calculating the taxable gain and determining UDFI.
Calculating the UBTI tax rate is the gross income “derived…from or on account of” debt-financed property. It is unrelated business income.
Internal Revenue Code Section 514 requires debt-financed income (UDFI) to be included in unrelated business taxable income.