UBIT Taxes and Prohibited Transactions Part 3 in a Series The last piece of the puzzle in the self-directed retirement account world is an important one: what to avoid. We previously briefly mentioned Unrelated Business Income Tax, also known as UBIT. This is an important term to understand, yet it is so often misunderstood. …
A Deeper Look at Self-Directed Retirement Accounts Part 2 in a Series In the first article in this series, we covered the basics of self-directed/solo 401(k) retirement plans and introduced you to a different way of planning for retirement that is becoming increasingly popular among investors. Done the right way, a self-directed IRA/solo 401(k) …
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Introduction to Self-Directed Retirement Accounts Part 1 in a Series Many investors are surprised to learn that they can invest in alternative investments using their own retirement account. In fact, there is over $12 trillion combined in individual retirement accounts (IRAs) as of 2020[1]. With such an astronomical amount, it’s not a surprise that …
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