#17 When Does Your IRA Have to Pay Taxes? UBIT and UDFI Explained
Mark and Mat explain the two taxes that can apply to your IRA or other retirement accounts. These taxes, Unrelated Business Income Tax "UBIT" and Unrelated Debt-Financed Income Tax "UDFI" are the two taxes that can apply to your retirement account. They explain how they apply and the strategies on how to minimize or avoid them. The Directed IRA podcast is an educational resource provided by Directed IRA & Directed Trust Company https://directedira.com/. Directed IRA has helped thousands of self-directed investors and has processed over half a billion in self-directed transactions. It is the highest-rated self-directed IRA custodian based on verified google reviews and takes pride in providing knowledgeable and helpful service to its customers. Self-directed accounts can be fully opened within 5 minutes using Directed’s online e-sign application. https://directedira.com/open-accounts/ The Self-Directed IRA Summit is an annual educational event (1 ½ days) providing live self-directed IRA education and networking and is hosted by Directed IRA. You can register for the upcoming Summit or can buy the recording of prior years at https://sdirasummit.com/ Mat Sorensen’s book, The Self-Directed IRA Handbook, is the number one book on self-directed IRAs and has sold over 30,000 copies. You can purchase the book and follow important updates at https://sdirahandbook.com/

Getting started with a self-directed IRA (In-depth guide)

Meltdown Begins: Trader Called Pullback, Warns Another 50% Crash Next | Gareth Soloway

Roth IRA vs. Health Savings Account (HSA): Which Is Better?

Offer in Compromise Guidelines + Formula: EXACTLY How Much to Offer to the IRS!

Ideal Order of Investing

Adam Talks | UBIT & UDFI EXPLAINED: The Tax Rules Every IRA Investor NEEDS to Know

Tax-Free Wealth and Strategies Used By The Rich | Tom Wheelwright

Should You Contribute to Your Traditional IRA, or Go Roth Instead?

The Complete Guide to Self-Directed IRAs: Top 10 FAQs Answered

I Have $4M in my 401(k). Here's My Tax Bill (and How I Avoid It)

Solo 401k Podcast - Unrelated Business Income Tax (UBIT) & Unrelated Debt-Financed Income Tax (UDFI)

Roth IRA vs HSA: Who Wins?!

Dangerously Simple Advice To Create Generational Wealth

8 Ways LLC Members Are Taxed On Their Income

Saving for College: 529 vs Coverdell vs ROTH IRA

HSA for 2026: Everything You need to Know

Money Expert Reacts to Finance TikToks

The Right Way To Do A Roth Conversion (Most Advice is Wrong)

Lending and Notes with your Self-Directed IRA & 401K

