Thursday, December 8, 2016

Unrelated Business Tax

Equity Trust Company maintains a very helpful website on Unrelated Business Income Tax (UBIT) that applies to real estate purchased in a self-directed IRA that is partially financed with debt. That portion financed by debt is the same portion of profits upon which a tax must be paid.

Here is the website with more information from Equity Trust:

Equity Trust also has a free PDF download that describes UBIT requirements in more detail.

Happy Investing!

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