Ep 69 – Alternative Taxes for Alternative Investors

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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. Specifically, taxes that can apply to investors investing in alternative assets with tax-qualified plans like IRAs and 401(k)s.

During this episode, Alex explains the ins and outs of various taxes for alternative investments. He also covers the basics of UBIT and UDFI taxes and shares useful case studies. Investing in tax-qualified plans like IRAs and 401(k)s can still yield significant returns and compound income, but it is crucial to understand the applicable taxes and avoid them.

Learn more about taxes for alternative investments.

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

About Our Host Alex Perny, CISP

Headshot of Alex Perny

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 also believes so strongly in self-direction that he invests his own IRA and HSA in real estate and private equity.