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About this event

date-calendar-thin  Wednesday, October 16th, 2019            clock-slim  11:00 AM PT /  2:00 PM ET

 

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? Tune into our webinar on October 16th at 11am PST/2pm EST to find out.

Our speaker, John Paul Ruiz, The Entrust Group’s Director of Professional Development will answer all your questions regarding the intricacies of UBIT and UDFI.

About the presenters

JP-Headshot-2018

John Paul Ruiz

Business Development Manager

John Paul Ruiz is the creator of the IRA Academy, a preparatory course for the CISP designation exam approved by the American Bankers Association. The IRA Academy is a week-long training program available for all financial institutions in the retirement space. With his background on retirement plan education, he is responsible for The Entrust Group’s on-going internal retirement plans training program.

He is a featured speaker at numerous events and webinars educating not only retirement professionals but also retirement plan investors. To complement his extensive career within the retirement and financial industries, John Paul holds QKA and CISP certifications. He provides the company with expertise in retirement plan tax law, retirement plan operations, IRS rules and regulations, and institutional relationships. His experience offers valuable insights on the retirement industry to help better serve our clients.

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About The Entrust Group

Entrust strives to provide personal, professional services and education that empower clients to control their investment choices. You can rely on The Entrust Group for up-to-date training and continuing education about self-directed alternative investments. Our reports, webinars, and live events can help you keep up with the increasing demand to diversify portfolios.