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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
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.
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
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.
