How to Calculate Unrelated Business Income Tax (UBIT)
Do you think your Self-Directed IRA might owe UBIT? At iPlan group, we are constantly getting questions from clients and prospective clients about UBIT. Let’s
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Which Asset Class Provides the Best ROI?
If you’re planning to invest in your future financial security, you’re going to have to take some amount of risk. Investing is all about taking
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Self-Directed Investing Offers More than Just Real Estate
If you’ve already started investing with your Self-Directed IRA but haven’t ventured outside of the world of real estate, you might not be taking full
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SIMPLE IRA Basics
What is a SIMPLE IRA? A Savings Incentive Match Plan for Employees (SIMPLE) IRA is a retirement plan option that allows small business owners to
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What is a Self-Directed SEP IRA?
Whether you’re a small business owner with a dozen or so employees or you’re the sole employee of your business, you could take advantage of
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UBIT Exemptions
Most IRA owners don’t need to worry about UBIT or UBTI, or try to figure out the difference between the two. Those are tax concerns,
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What are Self-Directed IRA Services?
Self-directed IRAs are gaining popularity among savvy investors and for good reason; they combine the tax-advantages of conventional IRAs with greater control over investment direction
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Self-Directed IRA Risks
One of the most common concerns we hear from investors is that they’re worried they don’t know enough to maintain and grow a self-directed IRA,
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Investing With a Self-Directed Roth IRA
A Roth IRA is a retirement savings account that offers a wider range of benefits than a traditional IRA. For example, you can continue contributing
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What are Self-Directed IRA Fees?
If you’ve read our guide, How to Make the Most of Your Self-Directed Investment: A Guide for New Investors, you know that self-directed IRAs offer
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