Objective Tax and Financial Planning Guidance for You and Your Retirement Accounts
The Unrelated Business Income Tax ("UBIT")
UBIT?
What the heck is this you ask and what does it have to do with my IRA? Is this tax really a "deal killer?"
I asked the same questions the first time I heard about the Unrelated Business Income Tax. But don't despair. Just like the Bogeyman (and other professional financial advisors), there's a lot of bark and not a lot of bite.
What the heck is this you ask and what does it have to do with my IRA? Is this tax really a "deal killer?"
I asked the same questions the first time I heard about the Unrelated Business Income Tax. But don't despair. Just like the Bogeyman (and other professional financial advisors), there's a lot of bark and not a lot of bite.
Do you have questions about the Unrelated Business Income Tax? Do your clients have questions and concerns about UBIT? Do you feel the need to know more about the mechanics, calculations, what if's and how to's of UBIT?
If so, then call or email Eric Wikstrom at Integrated Wealth Strategies, LLC to have him speak to your firm either in person or via a video conference call.
Integrated Wealth Strategies, LLC
Classroom Presents -
Retirement Account Investing & the Unrelated Business Income Tax: Re-thinking what you already know
To learn more about what the Unrelated Business Income Tax and its effect on IRA investing, listen to this brief tutorial with Eric Wikstrom as he quickly dispels many myths about an IRA investing in real estate. Click here to go to the IWS Video page.
Classroom Presents -
Retirement Account Investing & the Unrelated Business Income Tax: Re-thinking what you already know
To learn more about what the Unrelated Business Income Tax and its effect on IRA investing, listen to this brief tutorial with Eric Wikstrom as he quickly dispels many myths about an IRA investing in real estate. Click here to go to the IWS Video page.
