Why Titling Matters More Than the Investment Itself

Why Titling Matters More Than the Investment Itself

Why Titling Matters More Than the Investment Itself by Peter Rizzo When investors focus on Self-Directed IRAs, most of the attention goes to the asset being purchased. The property, the note, or the deal terms usually take center stage. Titling is often treated as a...
What Investors Misunderstand About UBIT and UDFI Taxes

What Investors Misunderstand About UBIT and UDFI Taxes

What Investors Misunderstand About UBIT and UDFI Taxes by Peter Rizzo UBIT and UDFI are two of the most misunderstood topics in self-directed retirement investing. Many investors either overestimate the risk and avoid solid opportunities or underestimate the rules and...