Triggering UDFI in a Partnership

Triggering UDFI in a Partnership

Triggering UDFI in a Partnership By Jordan Sheppherd Most of you are probably familiar with the Unrelated Debt Financed Income (UDFI) rules, which apply any time a retirement account has “acquisition indebtedness” on a given asset, or in plain English, anytime the...
Insuring Your Investment

Insuring Your Investment

Insuring Your Investment By Alisha Bennett Buying property as an investment is one of the most popular reasons that clients seek out the Check Book IRA. The fact that you can even retire in a home originally purchased as an IRA investment is an exciting prospect...