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Updated over 5 years ago,

User Stats

40
Posts
10
Votes
Chris R.
  • Apartment Syndicator
  • University Place, WA
10
Votes |
40
Posts

How can you avoid the tax on self directed IRA and multi fam

Chris R.
  • Apartment Syndicator
  • University Place, WA
Posted

I've researched a bit about the conversion on an IRA to a self-directed or solo 401K and how to avoid the UBIT tax on larger syndicated multi-family non-recourse deals. From what I can tell from some of the research it looks like you can only get the tax on returns down to about 21%, but I've heard that you can avoid it altogether.

The first question is, does anyone have a good reference to a company that can convert?

The second question is, has anyone done this and realized or seen the benefits or results yet?

The third question is, does anyone have a good reference to a tax or investment professional that has experience on this topic?

I know there is data out there on this, but nothing has been really clear and I would love to know. 

Thanks, and make it a great day!!

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