Posts Tagged ‘ IRA Custodian ’

Investing in Gold, Silver and Other Precious Metals in a Self Directed IRA

Gold and precious metals have long been viewed as a great way to diversify your IRA portfolio, and gold in particular has recently garnered the attention of many investors. Today, with the stock market and economy on a seemingly endless roller coaster ride, there is a growing interest in investing in gold and precious metals […]

Understanding Unrelated Debt Financed Income in an IRA

In Part 1 of Understanding Unrelated Business Taxable Income, we discussed UBIT. The second type of UBTI that a self directed IRA may generate is Unrelated Debt Financed Income, or UDFI. UDFI may be generated when a tax exempt or tax deferred entity owns property that is debt financed. If an IRA holds leveraged real […]

Understanding Unrelated Business Taxable Income (UBTI) in an IRA

Part 1: UBTI Making investments with funds from a self directed IRA provides a great tax advantage in that most income is tax free until distribution. However, there are certain situations in which a self directed IRA can generate taxable income in the form of Unrelated Business Taxable Income (UBTI) or Unrelated Debt-Financed Income (UDFI). […]

Debt-Financed Property with your IRA

Real estate is a popular self directed IRA investment, and we previously covered a few of the basics of owning real estate in an IRA. There are times when investors are interested in a particular residential or commercial property but only have a portion of the funds needed for the purchase available. Self directed IRA […]

Considering Real Estate in a Self Directed IRA?

With the economic downtown, savvy investors are looking for investment opportunities in real estate and may consider using a self directed IRA or real estate IRA. After all, real estate has long been considered the number one way to building wealth – and what better way than to build wealth tax-deferred or tax-free than in […]

Self Directed IRA Services, Inc. ("SDIRA Services") acts only as a passive custodian of self directed individual retirement accounts and does not provide tax, legal, or investment advice. Any information communicated by SDIRA Services is for educational purposes only, and it should not be construed as tax, legal, or investment advice. Whenever you make an investment decision, please consult with your legal, tax, and investment professionals. All account transactions are directed by the IRA owner and the IRA owner accepts and assumes full responsibility for the suitability, evaluation, selection, success or failure of any investment. SDIRA Services does not sponsor, endorse or investigate any investment and is not affiliated with any investment product sponsor or issuer.