Episode 462 – UBIT, UDFI, and Real Estate in Your IRA
In this episode, we dive into the complex yet pow…
October 31, 202411m 7s
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Show Notes
In this episode, we dive into the complex yet powerful strategies of using real estate investments within an IRA. We’ll explore two key tax concepts—Unrelated Business Income Tax (UBIT) and Unrelated Debt-Financed Income (UDFI)—and break down how they impact your IRA, especially when real estate and leverage are involved.
Topics
RetirementInvesting401kIRASelfDirectedIRASolo401kRothIRA