When an investment is sold by my IRA, can I keep the profit that is above my initial investment?
All income generated from self directed IRA investments must be deposited back into the IRA. Of course there is no income tax on this profit until the IRA begins its annual distributions. However, investors may incur unrelated business income tax (UBIT) on a portion of their investment income if the investment was made using borrowed funds.
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Real Estate Investing in your Retirement Account
Interested in learning about investing in Real Estate in your retirement account? Then join STC for this webinar!
We'll discuss:
-Benefits of self-direction
-Leverage & non-recourse loans
-Guidelines for self-directing
-Partnering with other funding sources
...and more!
We'll also have an open Q&A so you can get your questions answered.