How to Use Leverage without Tax to Buy Real Estate

Real Estate investors! Are you taking advantage of the tax benefits of using retirement funds to invest? All income and gains generated by your investment property will flow back to your retirement account without tax. There is a catch called UBTI, Unrelated Business Taxable Income. One form of UBTI is known as UDFI, or Unrelated Debt Financed Income, which would apply when using leverage with a Self-Directed IRA real estate investment. But you can avoid that when utilizing the Solo 401(k) plan, if you qualify.

On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss how investors can use leverage (via a nonrecourse loan) to make real estate investments using a Solo 401(k) plan. There as an exemption to the UBTI rules for 401(k) plans, which makes them the best vehicle for using a tax-advantaged retirement plan to invest in real estate.

Join us LIVE on Thursday, October 19th at 1:00PM EDT!
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Learn more: https://www.irafinancialgroup.com/learn-more/solo-401k/solo-401k-real-estate-investors/
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About IRA Financial:

IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions.

IRA Financial is a retirement account facilitator, document filing, and do-it yourself document service, not a law firm. IRA Financial Group does not provide legal services. No attorney-client relationship exists between Client and IRA Financial Group, its management, salespersons or IRA Financial's in-house legal counsel. IRA Financial Group provides IRA retirement facilitation service and CANNOT provide Client with legal, investment, or financial advice. Prior to making any investment decisions, please consult with the appropriate legal, tax, and investment professionals for advice.

IRA Financial is not engaged in rendering legal, accounting or other professional services. If legal advice or other professional assistance is required, the services of a competent professional person should be sought. (From a Declaration of Principles jointly adopted by a Committee of the American Bar Association & a Committee of Publishers and Associations.). The scope of Professional Services does not include the costs of any custodian related services.

Learn More: https://www.irafinancialgroup.com/about-us/