How to Calculate Unrelated Business Income Tax (UBIT)
Do you think your Self-Directed IRA might owe UBIT? At iPlan group, we are constantly getting questions from clients and prospective clients about UBIT. Let’s start by defining exactly what a UBIT is first. Simply put, Unrelated Business Income Tax (UBIT) according to U.S. Internal Revenue Code is the tax on unrelated business income. This…
Investing in Promissory Notes
Investing in Promissory Notes A Self-Directed Investors Guide With a self-directed IRA, your investment options are nearly limitless. One of the more popular options with iPlanGroup customers today are promissory notes. This type of investment allows your self-directed IRA to provides funds to anyone seeking a loan and earn interest income to support your self-directed…
Guidelines to the IRS Rules and Regulations Governing Self-Directed IRAs
Guidelines to the IRS Rules and Regulations Governing Self-Directed IRAs A Self-Direceted Investors Guide As we bring 2018 to a close, many businesses and individuals are beginning to think about their taxes. As investors consider their tax liabilities on distributions, dividends, and earned income, so must self-directed investors adhere to IRS rules and regulations. In…
UBIT and UDFI for Self-Directed Investments
Understanding UBIT and UDFI A Self-Directed Investor’s Guide As the tax filing deadline draws nearer, you may be wondering about unrelated business income tax and whether or not you’re responsible for paying any. In this month’s FREE guide, you’ll learn: What is UBIT? What is UDFI? Exemptions and Strategies for Minimizing. Understanding UBIT and UDFI…
Investing in Tax Liens With Your Self-Directed IRA – iPlanGroup
Investing in Tax Liens With Your Self-Directed IRA Tax liens can be a great way to add more diversification to your Self-Directed IRA as well as give your account some major profit potential. In this month’s FREE guide, you’ll learn: What is a Tax Lien? How to Buy a Tax Lien. Benefits and Considerations with…
Making the Most of Your Self-Directed Investment
Making the Most of Your Self-Directed Investment A Self-Directed Investors Guide Whether you’re just getting started in the world of self-directed investing or you’re a seasoned pro, making the most of your self-directed investment is what’s going to provide maximum value to you as an investor. In this Self-Directed Investors Guide, you’ll learn about: Self-Directed…
Think Like a Savvy Investor
How to Think Like a Savvy Investor Tips for Making Smart Self-Directed Investment Decisions Whether you’re just getting started or a seasoned veteran, it’s important to understand the fundamentals of self-directed IRA investing. The more knowledge you have about your options, the more prepared you are to make smart investment decisions. In this eBook, you’ll…
Limited Liability Company
Investing in a Limited Liability Company A Self-Directed Investors Guide Self-directed investing, like traditional investing, is all about diversification. Most of what’s on the web as it relates to self-directed investing focuses largely on real estate. While real estate is the most popular asset class among self-directed investors, it’s not the only one. Investment in…
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