Webinar – Understanding UBIT & How Your Retirement Account Can Avoid This Tax

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Understanding UBIT & How Your Retirement Account Can Avoid This Tax

Many people who research self-directed IRA investing inevitably hear the terms “unrelated business income tax (UBIT)” and “unrelated debt-financed income (UDFI).” These transactions can be complex to navigate and manage, so many people avoid certain types of business assets and debt-financed investments.

Advanta IRA understands these transactions and in this free webinar, Alex Perny will show you how to identify investments that have UBIT liabilities and introduce you to alternative account structures that can help you avoid UBIT altogether. Register today.

Webinar Details

Tuesday, August 16, 2022
12-1 pm ET (9-10 am PT)

Login Information

The link to join this event will be sent from Advanta IRA [email protected]. If you do not receive this email, please check your spam filter or call Advanta IRA for the link at 800.425.0653.

REGISTER TODAY

About the Presenter

Advanta IRA Alex PernyAlex 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.

Details

Date:
August 16
Time:
12:00 pm - 1:00 pm EDT
Cost:
FREE
Event Category:
Event Tags:
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Organizer

Advanta IRA
Phone:
800-425-0653
Email:
info@AdvantaIRA.com
View Organizer Website

Other

Select an office location for this event
Tampa Bay, FL, Atlanta, GA

Understanding UBIT & How Your Retirement Account Can Avoid This Tax

Many people who research self-directed IRA investing inevitably hear the terms “unrelated business income tax (UBIT)” and “unrelated debt-financed income (UDFI).” These transactions can be complex to navigate and manage, so many people avoid certain types of business assets and debt-financed investments.

Advanta IRA understands these transactions and in this free webinar, Alex Perny will show you how to identify investments that have UBIT liabilities and introduce you to alternative account structures that can help you avoid UBIT altogether. Register today.

Webinar Details

Tuesday, August 16, 2022
12-1 pm ET (9-10 am PT)

Login Information

The link to join this event will be sent from Advanta IRA [email protected]. If you do not receive this email, please check your spam filter or call Advanta IRA for the link at 800.425.0653.

REGISTER TODAY

About the Presenter

Advanta IRA Alex PernyAlex 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.