Understanding UBIT and UDFI

A Self-Directed Investor's Guide

As the tax filing deadline draws nearer, you may be wondering about unrelated business income tax and whether or not you’re responsible for paying any.

In this month’s FREE guide, you’ll learn:

• What is UBIT?
• What is UDFI?
• Exemptions and Strategies for Minimizing.

Understanding UBIT and UDFI will help you from making costly tax errors, while at the same time, empowering you to make wiser investments in the future.

Don’t let Uncle Sam deprive you of your retirement earnings. Learning how to minimize your risk is the first step.