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Bail Yourself Out

May 7, 2009 By Leave a Comment

My new article on Forbes.com…

————–

For entrepreneurs, getting through these financially turbulent times may require some imaginative [read whole article on Forbes.com]

Filed Under: Money, Self Directed IRA Solo 401k Tagged With: business owner, capital, cash, crisis, depression, distribution, forbes, funding, ira, irs, loan, penalties, recession, self directed, solo, Solo 401k, taxes

Treasury Destroys All Dollars

April 16, 2009 By Leave a Comment

For details, watch the video below:

onion_treasury

Filed Under: Money Tagged With: dollars, funny, humor, irs, onion, recall, satire, treasury

Tax Return for UBIT – Does your retirement plan own leveraged real estate or an active business?

April 15, 2009 By Leave a Comment

Just a quick, last-minute reminder…

  • If your IRA owns mortgage-leveraged real estate, you owe UBIT.
  • If your IRA or 401(k) owns an active business structured as a pass through entity (such as an LLC or partnership), you owe UBIT.
  • If your 401(k) owns mortgage-leveraged real estate AND the mortgage is a “seller carry”, you owe UBIT.

UBIT, or Unrelated Business Income Tax, applies to tax exempt organizations including retirement plans. To pay UBIT, Form 990-T must be filed with the IRS. If this is all news to you, once you are done scolding yourself, you may want to file for an extension using Form 8868.

Filed Under: Self Directed IRA Solo 401k Tagged With: custodian, form, forms, ira, ira llc, irs, loan, mortgage, non-recourse, nonrecourse, self directed, solo, Solo 401k, taxes, UBIT, UBTI, UDFI, unrelated business income, unrelated business income tax, unrelated business taxable income, unrelated debt financed income

Prohibited Transactions Guide Book – 50 Free Copies

September 22, 2008 By Leave a Comment

I’ve written a comprehensive guide book on prohibited transactions. These will be available for sale soon for $39 + $5 shipping. I’m making 50 copies available completely free of charge on a first come first serve basis.

If you’d like one of these 50 free copies, please email your name & shipping address to:

specialoffer3 [at symbol] nabersgroup [dotcom]

This blog has been viewed over 20,000 times since April, so act fast  ;-)

### Update – October 3, 2008

We have [Read more...]

Filed Under: Self Directed IRA Solo 401k Tagged With: 401k, alternative assets, compliance, investing, ira, irc, irs, jeff, legal, nabers, planning, prohibited transaction, real estate, self directed, solo, Solo 401k, tax
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