UBIT & Your Self-Directed IRA Masterclass

This video will explore the unrelated business taxable income rules or UBIT/UBTI and its impact on your Self-Directed IRA. Adam Bergman, Esq, will detail the history behind the UBIT rules, how the UBIT tax rules get triggered, how to calculate the UBIT tax, and how to avoid the UBIT tax when making a Self-Directed IRA investment. This is a must-watch video for any real estate, investment fund IRA, or 401(k) investor. Options for Getting Started ✅ See if you Prequalify: https://tinyurl.com/exapzm8d ✅ Schedule a Free Consultation: https://tinyurl.com/3r92f69m ✅ Visit our Website: https://tinyurl.com/mbt7sfhf ✅ Subscribe to our Newsletter: https://tinyurl.com/bdcp5swk About IRA Financial At IRA Financial, we don't just offer self-directed retirement investing — we pioneered it. We cracked the IRS code on tax-free retirement investing strategies and since 2010, have empowered over 25,000 investors to break free of institutional limitations and grow wealth on their own terms. Direct your funds into alternative investments like crypto, real estate, start-ups, and more. You call the shots, and our experts make sure you do it right. Disclaimer: IRA Financial is not a law firm or fiduciary. We do not provide legal services or advice. Always consult with appropriate legal, tax, and investment professionals before making any investment decisions. 🔔 Subscribe Now for Weekly Videos

Self-Directed IRA - Investor Guide Masterclass
▶︎

Self-Directed IRA - Investor Guide Masterclass

Self-Directed IRA Prohibited Transaction Rules Masterclass
▶︎

Self-Directed IRA Prohibited Transaction Rules Masterclass

Estate Planning Coordination: How Your Attorney, CPA, & Financial Advisor Work Together
▶︎

Estate Planning Coordination: How Your Attorney, CPA, & Financial Advisor Work Together

Episode 45 - The Wheelhouse Retirement Show
▶︎

Episode 45 - The Wheelhouse Retirement Show

Anomaly Angle #5: Hire Your Kids? Trump Accounts & Family Tax Strategies
▶︎

Anomaly Angle #5: Hire Your Kids? Trump Accounts & Family Tax Strategies

Morgan Housel: What You Need to Master (And Avoid) to Get Rich, Stay Rich, and Build Wealth
▶︎

Morgan Housel: What You Need to Master (And Avoid) to Get Rich, Stay Rich, and Build Wealth

Solo 401(K) Masterclass | The Most POWERFUL Retirement Plan for the Self-Employed
▶︎

Solo 401(K) Masterclass | The Most POWERFUL Retirement Plan for the Self-Employed

30 Years of Business Knowledge in 2hrs 26mins
▶︎

30 Years of Business Knowledge in 2hrs 26mins

Pros and Cons of a Self-Directed IRA - Robert Kiyosaki, Kim Kiyosaki, @equitytrustcompany
▶︎

Pros and Cons of a Self-Directed IRA - Robert Kiyosaki, Kim Kiyosaki, @equitytrustcompany

IRA & Roth IRA Basics Masterclass
▶︎

IRA & Roth IRA Basics Masterclass

346. Estate Planning Coordination: How Your Attorney, CPA, & Financial Advisor Work Together
▶︎

346. Estate Planning Coordination: How Your Attorney, CPA, & Financial Advisor Work Together

Pro Forma and The Franchise Math Nobody Talks About - Franchising 101 - Episode 295
▶︎

Pro Forma and The Franchise Math Nobody Talks About - Franchising 101 - Episode 295

Fiduciary Best Practices for Retirement Plan Sponsors - Beyond the Fundamentals, June 2026
▶︎

Fiduciary Best Practices for Retirement Plan Sponsors - Beyond the Fundamentals, June 2026

Billionaire's WARNING: I'm SELLING. The Crash Is Already Here!
▶︎

Billionaire's WARNING: I'm SELLING. The Crash Is Already Here!

Strong Start Quickly Fades; Comfort Systems, CVS, Western Digital In Focus | Stock Market Today
▶︎

Strong Start Quickly Fades; Comfort Systems, CVS, Western Digital In Focus | Stock Market Today

How Do I Open a Solo 401(k)? (Everything you NEED to know)
▶︎

How Do I Open a Solo 401(k)? (Everything you NEED to know)

5 Money Rules That Will Change Your Life & Create Financial Freedom
▶︎

5 Money Rules That Will Change Your Life & Create Financial Freedom

Investing in Real Estate Using a Self Directed IRA With Nate Hare
▶︎

Investing in Real Estate Using a Self Directed IRA With Nate Hare

Self-Directed IRA LLC Masterclass
▶︎

Self-Directed IRA LLC Masterclass

Breaking - Crucial New IRA & 401(k) Rules Signed into Law
▶︎

Breaking - Crucial New IRA & 401(k) Rules Signed into Law