Ep 47 – Unexpected Taxes for Alternative Investments

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The Alternative Investing Advantage Learn how to take control and give yourself the freedom to choose where you invest your money

This week on the Alternative Investing Advantage podcast, host Alex Perny covers taxes for alternative investments. Alternative investments like private LLC’s, private stock, and limited partnerships for commercial real estate ventures require careful planning and understanding of specific taxes and strategies.

During this podcast, Alex shares beneficial information on taxes for alternative investments. He explains the ins and outs of 401(k)s and UBIT and UDFI taxes. Alex also shares a case study outlining how much you could potentially save in taxes by using a solo 401(k) to invest.

Learn more about investing in alternative investments.

Do you want to be a guest on the Alternative Investing Advantage? Contact us.

About Our Host Advanta IRA Alex PernyAlex Perny, CISP

Alex Perny is a business development specialist and host of Advanta IRA’s podcast, the Alternative Investment Advantage. He is a self-described policy geek who loves learning the rules and technical aspects of SDIRAs, employer plans, and IRS regulations.

For more than a decade, Alex has helped thousands invest in alternative assets. These include precious metals, real estate, private stock, notes, and countless others. Additionally, he has spoken to investors across the country about using retirement plans to invest outside the stock market. Alex believes so strongly in self-direction that he invests his own IRA and HSA in real estate and private equity.