
31 May 2022 | 2 replies
Self Directed IRA How did you add value to the deal?

3 June 2022 | 6 replies
@Kelly LaneWhen an IRA (or other tax-exempt entity) uses leverage like a mortgage, it creates taxable Unrelated Debt-Financed Income (UDFI) which is then paid as UBIT (Unrelated Business Income Tax).The percentage of the income directly attributed to the IRA's down payment is not taxed.

6 June 2022 | 2 replies
I don’t have a ton of cash, but I have access to a Roth IRA that I can withdraw money I’ve put in without penalty.

7 June 2022 | 8 replies
I've used IRA Tax Services for UBIT and 990-T filing.

8 June 2022 | 4 replies
I put 401SD HEMHOLZ because I didn't realize my self directed IRA had sent me a ein and name to use.
13 July 2022 | 14 replies
Use your uncle's IRA which is probably starting to lose money now.

3 February 2022 | 1 reply
Establish a self-directed IRA.

8 February 2022 | 4 replies
Hello John, This would not be a requirement of the IRA custodian.

18 March 2022 | 4 replies
I was originally just going to transfer the Roth part into my existing Roth IRA and setup a Traditional IRA for the pretax funds but I'm thinking at the very least I want Checkbook Control on my funds and that's not available with my existing company.

5 February 2022 | 2 replies
I have a self directed SEP IRA, with about $25k in it.