Almost all retirement account investments that generate passive income are not subject to the UBTI tax. These include capital gains, interest, dividends, rental income, and royalties. However, there are certain investments that will trigger UBTI and subject the investment to a 37% tax, including leveraging a real estate investment and investing in an LLC or pass-through entity.
On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss UBTI and the “blocker corporation” strategy that may help you reduce, or even eliminate the unrelated business taxable income tax.
Join us LIVE on Friday, February 10th at 12PM EST!
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Learn more about the blocker strategy: https://www.irafinancialgroup.com/learn-more/self-directed-ira/ubit-blocker-corporation-your-ira-investment/
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About IRA Financial:
IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions.
IRA Financial is a retirement account facilitator, document filing, and do-it yourself document service, not a law firm. IRA Financial Group does not provide legal services. No attorney-client relationship exists between Client and IRA Financial Group, its management, salespersons or IRA Financial’s in-house legal counsel. IRA Financial Group provides IRA retirement facilitation service and CANNOT provide Client with legal, investment, or financial advice. Prior to making any investment decisions, please consult with the appropriate legal, tax, and investment professionals for advice.
IRA Financial is not engaged in rendering legal, accounting or other professional services. If legal advice or other professional assistance is required, the services of a competent professional person should be sought. (From a Declaration of Principles jointly adopted by a Committee of the American Bar Association & a Committee of Publishers and Associations.). The scope of Professional Services does not include the costs of any custodian related services.
Learn More: https://www.irafinancialgroup.com/about-us/
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Economists and Weathermen – Do They Really Know?
There is so much focus in the media about being able to pick the right investments to build wealth when in fact it is much simpler. Being successful financially requires removing emotions, understanding your costs and making sure you have a plan in place when things do not go as planned.
Should We Do Away With Equity Markets?“I rarely think the market is right. I believe non-dividend stocks aren’t much more than baseball cards. They are worth what you can convince someone to pay for it”.
Profiting From the Economic Clock“There is a tide in the affairs of men, Which taken at the flood, leads on to fortune. Omitted, all the voyage of their life is bound in shallows and in miseries. On such a full sea are we now afloat.
Five Ways to Increase Your WealthThanks to the current economy, many people are looking for ways to increase their money. Investing in stocks, bonds, and the gold market are risky and may produce varied results. Gambling in casinos or on the lottery takes money and is also a risk.
Simple Tips For Saving Your MoneyWhen times are tough, saving money can sometimes stop being a priority. However, if someone is willing to make a bit of an effort, they can put away at least a little bit of money, which is better than nothing. Think about a few of these simple tips for saving your money and see if they can help you plan a bit better for your financial future.
