IRA Investing

UBTI and Mortgage Debt Funds

By |2021-06-08T14:32:23-05:00May 24th, 2021|Featured, Strategy|0 Comments

Make sure you understand the laws and tax consequences surrounding UBTIs. Unrelated Business Taxable Income (UBTI) is income that is regularly generated by a tax-exempt entity by means of taxable activities. This income is not related to the main function of the entity, and it prevents or limits tax-exempt entities from engaging in businesses that [...]

By |2021-06-08T14:32:23-05:00May 24th, 2021|Featured, Strategy|0 Comments

The Evolving Mentality of an IRA Investor

By |2021-06-08T13:30:38-05:00April 3rd, 2019|Strategy|0 Comments

The attractiveness of IRA investing may depend upon the age of the investor. Any person may simultaneously be two investors. On the one hand, someone may be purchasing assets with tax-advantaged money (i.e., held within a Traditional IRA, Roth IRA, 401(k), health savings account, etc.). On the other, they may be purchasing with personal money [...]

By |2021-06-08T13:30:38-05:00April 3rd, 2019|Strategy|0 Comments

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