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...Extremely low-cost access to the information you need. When it comes to funding a private investment from within an IRA, many investors "don't know what they don't know." And while the process of making a private investment in an IRA account is straightforward, the consequences of a misstep can be very costly. We have 3 basic service offerings that are designed to help you overcome any anxiety you may feel when self-directing your IRA account: Schedule a Call: You can... more

Feb 06

IMPORTANT: Proposed Legislation Could Limit Private Investments in IRA Accounts

Recently I published an article on Medium.com about the unintended consequences of hastily drafted changes to the Build Back Better legislation currently being considered by Congress. These changes, if they remain in the final bill, will create a serious financial hardship to individuals that hold private investments in their IRA accounts.Many custodians and other interested parties are offering model letters for those impacted by these changes to send to their members of Congress. Frankly,... more

Oct 02

SDIRA Tip: Consider the Impact of Capital Calls on Fees

When selecting a custodian, many SDIRA investors overlook the potential impact that capital calls may have on custodial fees.  Although capital calls do not increase the number of assets held in the IRA account, there are often transaction fees associated with fulfilling each call.In the majority of cases (depending on each custodian’s policies), it should not be necessary for the IRA account holder to complete subscription documents repeatedly for each capital... more

Jun 24

PE#3: Estimating Impact of UDFI in a Private Real Estate Syndication

Assignment: Patron wanted to invest his IRA into a private real estate syndication that utilizes debt leverage.  Patron wanted to know the impact, if any, of UDFI tax on the net return he might expect.Work Performed: Utilized proprietary Cash Flow Analyzer® Pro software to model the investment and determine estimated UBIT related to the investment.Outcome: Provided patron with report generated by the software that included data inputs, intermediate calculations, and projected net... more

Feb 10

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198 Depot Street LLC
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Feb 07

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Where to Find UBIT Calculators
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Feb 06

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PE#1: How to Invest 401(k) in Primary Residence?
Where to Find UBIT Calculators
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