IRA Club

UBIT and UDFI can catch investors off guard, especially in leveraged real estate and other debt-financed deals.

Join Mandy Drysdale, Senior Retirement Expert at IRA Club, on Alternative Investing Club's webinar tomorrow at 12 PM PDT as she breaks down:

• What UBIT & UDFI are
• How debt-financed deals can trigger taxes in an IRA
• Key IRS compliance considerations investors should understand before funding a deal

RSVP here: https://alternative-investing-club.circle.so/c/calendar/educational-friday-speaker-279e4d

If you utilize a self-directed IRA or Solo 401(k) for alternative investments, this is a webinar you won’t want to miss.

Attended the RITA Spring Conference in Washington, DC; grateful to the Retirement Industry Trust Assn for bringing together a strong community focused on staying ahead of the evolving regulatory landscape in the self-directed IRA space.