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Updated almost 9 years ago,

User Stats

28
Posts
4
Votes
Jayman Petel
  • Garland, TX
4
Votes |
28
Posts

UDFI/UBTI, paperwork etc for SD IRAs

Jayman Petel
  • Garland, TX
Posted

Hi,

Looking for advice (dos/don'ts) around investing from a Selfdirected IRA into a RE private LLC that is leveraged.

It would be great to hear from folks who have done above mentioned investments and their experiences with filing taxes etc.. and experiences/opinions on whether it is worthwhile going along this path considering the taxes, paperwork and/or other headaches.

Also are the corresponding rules different between a Traditional IRA and a ROTH for an above mentioned type of investment?

Thanks

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