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Everything You Need to Know About UBTI, UDFI, & UBIT
WEBINAR DETAILS
This webinar took place on 6/29/2023, but you can watch it below.
Contact Us with any questions.
When people research investing with a self-directed IRA, they inevitably discover ways an IRA may owe taxes. Unrelated business income tax (UBIT) is owed if an IRA earns unrelated debt-financed income (UDFI) on debt-financed assets or unrelated business taxable income (UBTI) earned by an IRA-owned business or entity. Unfortunately, the cumbersome nature of this tax and the perception that it will apply to retirement accounts often causes people to avoid investing in certain business assets and debt-financed properties.
But there’s good news.
During this webinar, Alex Perny of Advanta IRA tells you everything you need to know about UBTI, UDFI, and UBIT tax, including how to identify investments that have UBIT tax liabilities and how some structures can help you avoid them.
About the Presenter
Alex Perny, CISP
Alex graduated from Eckerd College in Saint Petersburg with a bachelor’s degree in business administration in 2011. He joined Advanta IRA in 2012 and holds the distinct designation of Certified IRA Services Professional (CISP). His specialty and knowledge enable him to educate clients and investors on self-directed IRAs in various seminars, webinars, and networking events. Alex is a jack of all trades, but he can often be found tinkering on various car projects or spending time with his wife and dog.
Everything You Need to Know About UBTI, UDFI, & UBIT
WEBINAR DETAILS
This webinar took place on 6/29/2023, but you can watch it below.
Contact Us with any questions.
When people research investing with a self-directed IRA, they inevitably discover ways an IRA may owe taxes. Unrelated business income tax (UBIT) is owed if an IRA earns unrelated debt-financed income (UDFI) on debt-financed assets or unrelated business taxable income (UBTI) earned by an IRA-owned business or entity. Unfortunately, the cumbersome nature of this tax and the perception that it will apply to retirement accounts often causes people to avoid investing in certain business assets and debt-financed properties.
But there’s good news.
During this webinar, Alex Perny of Advanta IRA tells you everything you need to know about UBTI, UDFI, and UBIT tax, including how to identify investments that have UBIT tax liabilities and how some structures can help you avoid them.
About the Presenter
Alex Perny, CISP
Alex graduated from Eckerd College in Saint Petersburg with a bachelor’s degree in business administration in 2011. He joined Advanta IRA in 2012 and holds the distinct designation of Certified IRA Services Professional (CISP). His specialty and knowledge enable him to educate clients and investors on self-directed IRAs in various seminars, webinars, and networking events. Alex is a jack of all trades, but he can often be found tinkering on various car projects or spending time with his wife and dog.
