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The Key to Understanding UBIT and UDFI

IRAs are a great tax shelter to grow your investments tax deferred. However, there are some situations in which you might need to pay a tax on the earnings of certain investments—that tax is called UBIT.

UBIT, an acronym for unrelated business income tax, is a tax the IRS imposes on certain types of investments owned by tax exempt entities and retirement plans, such as IRAs and qualified plans. A type of UBIT is UDFI, or unrelated debt financed income. UDFI is generated when an IRA acquires a loan to purchase an investment.

How and when are these taxes imposed? Watch the webinar recording to find out.

 

 

Date: October 16th, 2019
Duration: 82 Minutes
Speakers: John Paul Ruiz, Director of Professional Development at The Entrust Group 

We host monthly webinars on a variety of topics. Check out our event page to learn about upcoming events: https://www.theentrustgroup.com/learning-center/events

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