EPISODE · Oct 31, 2024 · 11 MIN
Episode 462 – UBIT, UDFI, and Real Estate in Your IRA
from Adam Talks · host Adam Bergman
In this episode, we dive into the complex yet powerful strategies of using real estate investments within an IRA. We’ll explore two key tax concepts—Unrelated Business Income Tax (UBIT) and Unrelated Debt-Financed Income (UDFI)—and break down how they impact your IRA, especially when real estate and leverage are involved.
What this episode covers
In this episode, we dive into the complex yet powerful strategies of using real estate investments within an IRA. We’ll explore two key tax concepts—Unrelated Business Income Tax (UBIT) and Unrelated Debt-Financed Income (UDFI)—and break down how they impact your IRA, especially when real estate and leverage are involved.
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Episode 462 – UBIT, UDFI, and Real Estate in Your IRA
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