Archive for February, 2017

UDFI And Using A 401(k) Plan To Buy Real Estate

February 24th, 2017

One of the advantages of using retirement funds, such as a 401(k) plan, to make investments is that, in most cases, all income and gains from the investment will flow back to the 401(k) plan tax-deferred (or tax-free in the case of a Roth). This is because a 401(k) plan is exempt from tax pursuant […]

Read More →




What Is the 2017 UBTI Tax Rate?

February 16th, 2017

Internal Revenue Code Section 511 taxes “unrelated business taxable income” (UBTI) at the rates applicable to corporations or trusts, depending on the organization’s legal characteristics. Generally, UBTI is gross income from an organization’s unrelated trades or businesses, less deductions for business expenses, losses, depreciation, and similar items directly connected therewith. A Solo 401(k) Plan subject […]

Read More →




Sell High, Buy Low: Why Now Might Be A Great Time To Invest In Yourself With A ROBS

February 1st, 2017

Here’s a story that first appeared on Forbes.com by contributor Marc Prosser – With U.S. stock markets continuing to hit all-time highs, now might be the perfect time for entrepreneurs to invest in themselves with a Rollover for Business Startups. What are Rollovers as Business Startups? Rollovers as Business Startups (ROBS) enable entrepreneurs to use […]

Read More →