All Forum Posts by: Ronald Thompson

If you use leverage for a SFR in a SDIRA, you are subject to UBTI.

Is this true with crowdfunding in equity investments if the investment uses leverage?

I assume this would get reported on the K1 you receive.

I am told that when investing in crowdfunding equity investments, you are issued a K1 document at the end of the year for taxes.

What are the tax implications when investing with taxable money vs money from a SDIRA?

Are the returns considered income or dividend?

When the project is cashed out at the projected 5 -7 years (typical of most offerings), is that considered income, dividend or capital gains?

I would prefer to use my SDIRA but wanted to see if there would be argument to use taxable money.

Thanks

If you had a choice to use money from a Roth SDIRA or money from a taxable account, what would you use? 

Do the tax benefits of using taxable money out way the advantages of tax free income with a Roth SDIRA?

That is what I expected.  Thanks for the replies.

 You can not use stop-loss on mutual funds.  

To my knowledge, stop-loss can only be used on individual stocks and ETF's.   

I know there are Self Directed IRA Custodians that can help set up a LLC for checkbook control, but I would rather deal with a local attorney, if possible.

I live in Yorktown, VA.

 So the Peninsula or Norfolk/Virginia Beach is preferred.  Richmond is also an option.

Thanks,

Ron Thompson