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Backdoor Roth IRA: Your Plan to Bypass Income Limits

Due to the immense tax benefits of the Roth IRA, the IRS places income limits on those who can contribute to limit potential loopholes for rich investors.

Get the Ultimate Backdoor Roth IRA eBook – Your Plan to Bypass Income Limits!

Even if you exceed IRS income limits, there is still an opportunity to contribute money from a separate retirement plan into a Roth IRA and then invest that money, otherwise known as a backdoor Roth IRA.

Don’t wait! If you actively own an SDIRA and use debt-financed income to power your portfolio, you’ll want to know what you expect to owe and how to avoid this tedious tax. 

Click the link below to download your free ebook and start planning. 

After reading this ebook, you will understand:

  • How UBIT works and how it relates to unrelated debt-financed income (UDFI).
  • How to calculate UBIT and reduce your taxable amount.
  • What investments are subject to and exempt from UBIT.
  • How to actively avoid UBIT, including step-by-step instructions.
  • Common FAQs about UBIT and tax rules you should know.
Download the Ebook

The Horizon Trust Advantage

Easy-to-Use Financial Portal

  • Total control over your investment decisions
  • Ability to access alternative assets like real estate and crypto
  • Industry-leading financial account portal
  • Transactional-free pricing

Educational Resources

  • Self-Directed: Self-Made Success book
  • Dozens of account forms and disclosures
  • Investment blog with the latest insights
  • Educational newsletter with the latest investment trends
  • Investment Corner

Multiple Account Options

  • Roth SDIRA
  • Traditional SDIRA
  • SEP SDIRA
  • SIMPLE SDIRA
  • Individual 401(k)
  • HSA
  • CESA
Download the Ebook

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Valerie was especially helpful waking me through the steps necessary to get into the portal and then to access a particular document. Very helpful, pleasant interaction.
  
 
  
 
 
 
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Fantastic service! Dana was wonderful and is passionate about what she does. She highly cares for her customers. I felt valued and trusted her expertise.
  
 
  
 
 
 
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I want to sincerely thank Jessie and Dana for the excellent service they provided. They smoothly walked me through the entire process, truly held my hand every step of the way, and patiently answered all of my questions—and I had a lot! Their knowledge was impeccable, and their support made everything easy and stress-free. I would highly recommend Horizon Trust to anyone. Thank you!
  
 
  
 
 
 
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The team members at Horizon Trust Company are prompt in responding to questions.  I've had a great experience with their customer service.
  
 
  
 
 
 
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Great company to work with! Amazing team and they went above and beyond to help me understand the SDIRA process. My friends are now using Horizon as well so we can invest in more real estate opportunities that we couldn't get into with old 401ks.
  
 
  
 
 
 
 
    
 
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