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All About UBIT
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Many people have heard about Unrelated Business Income Tax (UBIT) but few understand how it can apply to a retirement account. It is true that IRAs sometimes pay tax as a cost of doing business in certain ways, but it is not a penalty. Don't let the unknown deter you from using your retirement account to its fullest potential. This presentation defines when UBIT applies, and we will discuss the basics of UBIT calculation.

Tax Filings & Tax Forms for Self-Directed Retirement Accounts
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Self-Directed retirement accounts may be responsible for filing tax returns or issuing tax documents like a 1099 or 1098. Join New Direction Trust Company to learn if your self-directed account is following the IRS guidelines for filing returns and issuing the appropriate tax documents. Some key questions we will answer include what is a 990-T, and when should an IRA or 401K be filing one, does my solo 401K need to file a tax return, and if so, what is the return called and when is it due, and does my retirement plan need to issue a 1099 or 1098?

Ask The Attorney - Q&A with John Hyre The IRA Lawyer
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A unique opportunity to ask an attorney about prohibited transactions, best deal structures, and general IRS related questions. John Hyre is one of a select few attorneys that specializes in retirement plan law. John has successfully defended self-directed IRA owners in tax court, and specializes in assisting self-directed IRA owners in establishing IRS compliant deal structures, and providing opinions on prohibited transactions. Take advantage of this opportunity to ask those questions you've been burning to ask.

Tax Considerations for Real Estate Investing in an IRA vs. Outside of an IRA
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This webinar provides an overview of the tax tools utilized in IRA real estate investing in contrast to non-IRA real estate investing.

Purchasing Real Estate with a Self-Directed IRA
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Join us for this introductory webinar on purchasing real estate with a self-directed IRA. You’ll learn different ways in which IRAs can participate in real estate, including residential, commercial, raw land, fix and flips, and purchasing with leverage. We will also touch on IRS rules, including disqualified persons and prohibited transactions.

 
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