Tag Archives: UBTI

Quoted in Wall Street Journal article on UBTI (“Are Taxes Lurking in Your Tax-Free Retirement Account?”)

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Many IRA investors are completely unaware that an IRA’s investments (whether made out of a “Traditional” or Roth IRA) can potentially produce currently taxable income to the IRA itself – resulting in both tax to the IRA, but also a special tax return filing (Form 990-T).  In the “self-directed IRA” world, this is particularly a problem … Continue reading Quoted in Wall Street Journal article on UBTI (“Are Taxes Lurking in Your Tax-Free Retirement Account?”)

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Self-Directed IRA Article Series – Part 4 – Current Tax to IRA (UBTI & UDFI)

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In 2011, I published a six-part article series entitled “Investing Retirement Funds into Non-Traditional Assets using a Self-Directed IRA”.  Because readers found that information to be useful as a “starting point” for learning about self-directed IRAs (perhaps because it was less “technical” than many other articles I have written), I have now revamped those articles and will post them … Continue reading Self-Directed IRA Article Series – Part 4 – Current Tax to IRA (UBTI & UDFI)

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Kiplinger’s IRA observations (related to nontraditional IRA investing)

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This week’s Kiplinger Tax Letter (which, for those of you that work in the legal/accounting/financial field, is an excellent way to stay current on tax-related topics that affect you and your clients) puts a spotlight on several self-directed IRA issues that I have written about in the past. First, if an IRA invests into a partnership … Continue reading Kiplinger’s IRA observations (related to nontraditional IRA investing)

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Presentation: “Self-Directed IRAs: New Legal Developments” – By: Warren L. Baker

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If you haven’t caught one of my recent presentations on self-directed IRAs and related legal/tax developments, but you would like to, my recent presentation for Clear Law Institute (originally aired on August 5th) is available for streaming on-demand using this link: http://clearlawinstitute.com/shop/on-demand-webinars/self-directed-iras-new-legal-developments/ Overview of Presentation: The use of “self-directed IRAs” to invest in real estate, private equity, … Continue reading Presentation: “Self-Directed IRAs: New Legal Developments” – By: Warren L. Baker

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Self-Directed IRA Investing: Fortune or Folly? [Bloomberg BNA presentation]

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[UPDATE: Listen to presentation referenced below here] I am honored to be presenting for Bloomberg BNA on Wednesday, June 10th at 10am Pacific / 1pm Eastern (webinar).  BNA is a very well-respected legal and tax research service and (as far as I know) I will be their first ever presenter on self-directed IRA-specific legal/tax topics. … Continue reading Self-Directed IRA Investing: Fortune or Folly? [Bloomberg BNA presentation]

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Top 3 reasons to talk to a tax attorney before forming a self directed IRA (or IRA LLC)

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Introduction: The popularity of investing retirement accounts into “non-traditional” assets (e.g. real estate, private lending, LLC and partnership interests, etc.) using a self-directed IRA or an IRA-owned LLC (sometimes sold as a “checkbook control IRA”) has increased exponentially over the past 15 years.  This growth has brought increased mainstream media attention, scams, and a huge amount of … Continue reading Top 3 reasons to talk to a tax attorney before forming a self directed IRA (or IRA LLC)

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“Self-Directed IRAs – Top Five Complexities for Estate Planning Attorneys”

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I am pleased to announce the publication of my latest article in the WSBA Real Property Probate and Trust Section newsletter. The full article can be found here: Self-directed IRAs – Top Five Complexities for Estate Planning Attorneys – by Warren L Baker – WSBA RPP&T Sec – April 2014. Although the article was directed toward … Continue reading “Self-Directed IRAs – Top Five Complexities for Estate Planning Attorneys”

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