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How to Avoid and Manage Unrelated Business Tax Income

Self-directed IRAs are cherished by retirees for their flexibility and ability to invest in alternative assets, while everyday investors cherish them for their tax benefits.

Get the Ultimate Business Tax Income Free eBook!

However, if you invest in real estate, use non-recourse lending, or plan to sell a limited liability company, you may be subject to a tax you’ve never heard of: Unrelated business tax income (UBIT). 

UBIT can be a costly tax that eats into your earnings and robs you of your compound interest. This ebook is the first of its kind, telling investors exactly what steps they need to calculate and avoid UBIT.

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. 

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.

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

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

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  • Self-Directed: Self-Made Success book
  • Dozens of account forms and disclosures
  • Investment blog with the latest insights
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Multiple Account Options

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